Chase Thomas, financial advisor Spring TX
90 score

Chase Thomas

CRD 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 4 years of experience in the finance industry.

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Company Name Location Dates Years
Wilkinson Financial LLC Spring, TX Jul 2015 - Current 1
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
Contact Info for Chase R. Thomas
Phone Number: 808-782-6761
Registered State(s):
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    8
    MILLIONS
  • Total Number of Accounts
    47
    ACCOUNTS
  • Average Account Value
    $175,960
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
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
Types of Clients
Registered States

TX, UT

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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