Andrew ThomasCRD Number: 6374333
Current Firm: Sather Financial Group, Inc.
Andrew Thomas (CRD# 6374333) is an Investment Advisor Representative working at Sather Financial Group, Inc. in Victoria, TX and has over 3 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Kmh Wealth Management, LLC
|Sather Financial Group||Victoria, TX||Jun 2014 - Current||3|
|Mapi||Lexington, KY||Jul 2008 - Jun 2014||5|
|University Of Kentucky||Lexington, KY||Mar 2003 - May 2008||5|
|Bluegrass Commercial Cleaning||Lexington, KY||Apr 2006 - Mar 2008||1|
|Bosch Rexroth||Lexington, KY||Mar 2007 - Feb 2008||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2013|
Total Assets Under Management419MILLIONS
Total Number of Accounts985ACCOUNTS
Average Account Value$425,366
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Educational seminars/workshops