Gary ThomasCRD Number: 1411067
Current Firm: Resource Investment Architects, Inc.
Gary Thomas (CRD# 1411067) is an Investment Advisor Representative working at Resource Investment Architects, Inc. in San Rafael, CA and has over 27 years of experience in the finance industry.
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
Polaris Greystone Financial Group, LLC
|Resource Investment Architects, Inc.||Petaluma, CA||Apr 1989 - Current||28|
|Investment Architects, Inc.||Redwood City, CA||Apr 1989 - Current||28|
|Personal Portfolios Inc.||Redwood City, CA||Jan 1987 - Current||30|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1989|
Total Assets Under Management181MILLIONS
Total Number of Accounts651ACCOUNTS
Average Account Value$277,636
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, FL, NV, OR, TX, UT, WA
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