Eric Thomas, financial advisor Portland OR
93 score

Eric Thomas

CRD Number: 5539499
Current Firm: M Holdings Securities, Inc.

Eric Thomas (CRD# 5539499) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Portland, OR and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
M Holding Securities, Inc. Portland, OR Mar 2012 - Current 4
Ing Financial Partners, Inc. Gansevoort, NY Jan 2011 - Nov 2011 < 1
New York Long Term Care Brokers ,ltd Clifton Park, NY Dec 2010 - Nov 2011 < 1
Ing Financial Advisers, LLC Gansevoort, NY Sep 2008 - Nov 2011 3
Ing Gansevoort, NY Sep 2008 - Nov 2011 3
Brio Tuscan Grill Dayton, OH Dec 2006 - Jul 2008 1
Ing Financial Advisers, LLC Dayton, OH Mar 2008 - Jun 2008 < 1
Wright State University Dayton, OH Aug 2005 - Jun 2008 2
Chop House Dayton, OH Aug 2005 - Dec 2006 1
Ing Financial Advisers, LLC Hartford, CT Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2008
S65 NASAA Investment Advisors Law Examination Jul 2009
Contact Info for Eric W. Thomas
Phone Number: 800-656-6960
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    958
    MILLIONS
  • Total Number of Accounts
    2,758
    ACCOUNTS
  • Average Account Value
    $347,441
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

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

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