Karrie Thomas (CRD# 4434530) is an Investment Advisor Representative working at Nautilus Financial Group, Inc. in Virginia Beach, VA and has over 18 years of experience in the finance industry. Karrie Thomas 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# 5685783
Martello Investments, LLC
CRD# 6445258
Fidelity Personal And Workplace Advisors
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Nautilus Financial Group, Inc. | Virginia Beach, VA | Aug 2017 - Current | 6 |
| Sheavly Financial Group, Inc. | Virginia Beach, VA | Jan 2001 - Aug 2017 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2007 |
- FL
- MD
- NC
- PA
- SC
- TX
- VA
-
Total Assets Under Management49MILLIONS
-
Total Number of Accounts394ACCOUNTS
-
Average Account Value$124,216
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
FL, MD, NC, PA, SC, TX, VA
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