Ryan ThomsenCRD Number: 5438732
Current Firm: Oak City Consulting, LLC
Compensation Model: Fee Only
Ryan Thomsen (CRD# 5438732) is an Investment Advisor Representative working at First Oak Wealth Management, LLC in Raleigh, NC, working previously at Fidelity Investments and Edward Jones.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|Edward Jones||St Louis, MO||Jun 2010 - May 2015||4|
|Fidelity Brokerage Services LLC||Cary, NC||Jan 2008 - Jun 2010||2|
|Fidelity Investments Institutional Services Company, Inc.||Cary, NC||Sep 2007 - Jan 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2010|
Total Assets Under Management347MILLIONS
Total Number of Accounts347ACCOUNTS
Average Account Value$999,315
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, FL, NC, NM, TX
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