Richard ThomasCRD Number: 5983873
Current Firm: Nfp Advisor Services, LLC
Richard Thomas (CRD# 5983873) is an Investment Advisor Representative working at Nfp Advisor Services, LLC in Redmond, WA and has over 5 years of experience in the finance industry.
Brighton Jones LLC
|Kestra Financial Services, Inc.||Austin, TX||Apr 2016 - Current||1|
|Cashman Consulting||Redmond, WA||Jun 2014 - Current||3|
|Nfp Securities Inc.||Austin, TX||Jun 2014 - Apr 2016||1|
|Ameriprise Financial Services||Bellevue, WA||Sep 2012 - Jun 2014||1|
|Unemployed||Enumclaw, WA||May 2012 - Aug 2012||< 1|
|Ameriprise Financial Services||Bellevue, WA||Nov 2011 - May 2012||< 1|
|Hemlock Printers||Seattle, WA||Sep 1997 - Nov 2011||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2012|
|S65||NASAA Investment Advisors Law Examination||Aug 2012|
Total Assets Under Management12,254MILLIONS
Total Number of Accounts54,412ACCOUNTS
Average Account Value$225,208
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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