Cole Thomas (CRD# 7361015) is an Investment Advisor Representative working at Stonebridge Financial Planning Group, LLC in Orlando, FL and has 1 year of experience in the finance industry.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Stonebridge Financial Planning Group, LLC | Orlando, FL | Mar 2024 - Current | < 1 |
Commonwealth Financial Network | Waltham, MA | Mar 2024 - Current | < 1 |
Commonwealth Financial Network | Waltham, MA | Jul 2022 - Feb 2024 | 1 |
Stonebridge Financial Planning Group, LLC | Orlando, FL | Apr 2021 - Feb 2024 | 2 |
Commonwealth Financial Network | Waltham, MA | Mar 2022 - Jul 2022 | < 1 |
Triad Advisors LLC | Orlando, FL | Apr 2021 - Mar 2022 | < 1 |
Cru | Orlando, FL | Jun 2019 - May 2021 | 1 |
Cru | Orlando, FL | Aug 2018 - Jun 2019 | < 1 |
Cru | Beijing, | Dec 2015 - Aug 2018 | 2 |
Cru | Beijing, | May 2012 - Dec 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2023 |
- FL
-
Total Assets Under Management220MILLIONS
-
Total Number of Accounts634ACCOUNTS
-
Average Account Value$346,721
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
FL, GA, IL, NC, NY, PA, TN, TX
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