Michael Thames (CRD# 5917162) is an Investment Advisor Representative working at Lincoln Investment in Guyton, GA and has over 12 years of experience in the finance industry. Michael Thames has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2410852
Bull Street Advisors
CRD# 2361427
Cambridge Investment Research Advisors, Inc.
CRD# 1760174
Aronson Asset Management, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capital Analysts | Fort Washington, PA | Apr 2024 - Current | < 1 |
| Lincoln Investment | Fort Washington, PA | Apr 2024 - Current | < 1 |
| Charles Schwab Bank, Ssb | Savannah, GA | Oct 2014 - Apr 2024 | 9 |
| Charles Schwab & Company, Inc. | Savannah, GA | Apr 2011 - Apr 2024 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2011 |
| S66 | NASAA Uniform Combined State Law Examination | May 2014 |
- FL
- GA
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Total Assets Under Management17,218MILLIONS
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Total Number of Accounts203,427ACCOUNTS
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Average Account Value$84,640
- A percentage of assets under your management
- Hourly charges
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- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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