Summer Thomas (CRD# 7655784) is an Investment Advisor Representative working at First Command Advisory Services in Miramar, FL and has 1 year of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Command Brokerage Services, Inc. | Fort Worth, TX | Feb 2023 - Current | 1 |
| First Command Advisory Services, Inc. | Fort Worth, TX | Feb 2023 - Current | 1 |
| First Command Insurance Services, Inc. | Fort Worth, TX | Feb 2023 - Current | 1 |
| Aldrich Rides | Delray Beach, FL | Jan 2023 - Current | 1 |
| Summerbelle Entertainment LLC | Reston, VA | Jun 2022 - Current | 1 |
| Us Army Reserves | Doral, FL | May 2017 - Current | 7 |
| Arbonne International LLC | Irvine, CA | Apr 2017 - Current | 7 |
| First Command Brokerage Services, Inc. | Fort Worth, TX | Oct 2022 - Feb 2023 | < 1 |
| American Financial Network, Inc. | St. Louis, MO | Feb 2022 - Nov 2022 | < 1 |
| Us Army | Schofield Barracks, HI | Nov 2017 - Sep 2022 | 4 |
| Us Army | Fort Lee, VA | May 2017 - Nov 2017 | < 1 |
| United States Military Academy | West Point, NY | Jul 2013 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2023 |
- FL
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Total Assets Under Management17,482MILLIONS
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Total Number of Accounts107,959ACCOUNTS
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Average Account Value$161,929
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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