Francis Thomas, financial advisor Northfield NJ
93 score

Francis Thomas

CRD Number: 4629331
Current Firm: Cra Financial Services, LLC

Francis Thomas (CRD# 4629331) is an Investment Advisor Representative working at Cra Financial Services, LLC in Northfield, NJ and has over 15 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Cra Financial Services, LLC Northfield, NJ Jan 2014 - Current 2
Richard Stockton College Of Nj Pomona, NJ Sep 1979 - Current 37
Francis C. Thomas, Cpa Port Republic, NJ May 1976 - Current 40
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2001
Contact Info for Francis C. Thomas
Phone Number: 609-641-4000
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    457
    MILLIONS
  • Total Number of Accounts
    1,664
    ACCOUNTS
  • Average Account Value
    $274,609
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, NJ, NY, PA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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