Theresa Thomas, financial advisor Westminster CO
93 score

Theresa Thomas

CRD Number: 1371189
Current Firm: Townsend

Theresa Thomas (CRD# 1371189) is an Investment Advisor Representative working at Townsend in Westminster, CO and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Townsend Retirement Specialists Westminster, CO Jul 2007 - Current 10
Securities America, Inc. Broomfield, CO Nov 2001 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2002
S66 NASAA Uniform Combined State Law Examination Jul 2007
Contact Info for Theresa L. Thomas
Phone Number: 303-452-5986
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    440
    MILLIONS
  • Total Number of Accounts
    2,072
    ACCOUNTS
  • Average Account Value
    $212,571
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AR, AZ, CA, CO, FL, KS, NC, NE, NV, OK, SD, TX, UT, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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