Chase ThomasCRD Number: 6086393
Current Firm: Wilkinson Financial LLC
Chase Thomas (CRD# 6086393) is an Investment Advisor Representative working at Wilkinson Financial LLC in Spring, TX and has over 5 years of experience in the finance industry.
Linscomb & Williams
The Goff Financial Group
Hill Investment Group
|Wilkinson Financial LLC||Spring, TX||Jul 2015 - Current||2|
|Fidelity Investments||American Fork, UT||Jun 2012 - Jul 2015||3|
|Brigam Young University||Provo, UT||Aug 2006 - Jun 2012||5|
|American Stone||Salt Lake City, UT||Jun 2002 - Jan 2012||9|
|Sumit Financial||Orem, UT||Apr 2009 - Aug 2009||< 1|
|Park City High School||Park City, UT||Aug 2002 - Aug 2006||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2012|
|S66||NASAA Uniform Combined State Law Examination||Mar 2014|
Total Assets Under Management8MILLIONS
Total Number of Accounts47ACCOUNTS
Average Account Value$175,960
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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