Richard Thomas, financial advisor Washougal WA

Richard Thomas

CRD Number: 6216588
Current Firm: First Generation Financial

Richard Thomas (CRD# 6216588) is an Investment Advisor Representative working at First Generation Financial in Washougal, WA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
First Generation Advisors, LLC Washougal, WA Mar 2020 - Current 4
Firstgen Financial, LLC Washougal, WA Mar 2020 - Current 4
Pilot Wealth Management, Inc. Portland, OR Aug 2013 - Feb 2020 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2013
Contact Info for Richard P. Thomas
Phone Number: 503-860-0822
Registered State(s):
  • WA
Current Firm Details
First Generation Financial
Firm's CRD Number: 309492
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States

WA

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