Homer Thornton, financial advisor Sherman TX

Homer Thornton

CRD Number: 1413678
Current Firm: Cambridge Investment Research Advisors, Inc.

Homer Thornton (CRD# 1413678) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Sherman, TX and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Nov 2017 - Current 4
Cambridge Investment Research Advisors, Inc. Fairfield, IA Nov 2017 - Current 4
Bfc Planning, Inc. Denison, TX Dec 2016 - Nov 2017 < 1
Berthel Fisher & Company Financial Services, Inc. Cedar Rapids, IA Feb 2016 - Nov 2017 1
Nylife Securities LLC Dallas, TX Jan 2010 - Feb 2016 6
New York Life Dallas, TX Dec 2009 - Feb 2016 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2010
S65 NASAA Investment Advisors Law Examination Sep 2016
Contact Info for Homer L. Thornton
Phone Number: 641-472-5100
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    68,505
    MILLIONS
  • Total Number of Accounts
    337,618
    ACCOUNTS
  • Average Account Value
    $202,907
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

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, WY

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