Nathan Thomas (CRD# 4430842) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Wildwood, FL and has 1 year of experience in the finance industry.
CRD# 2227187
Merit Financial Advisors
CRD# 2882852
Pnc Investments
CRD# 5007131
Brookstone Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Wildwood, FL | Nov 2023 - Current | < 1 |
| N L Thomas Insurance And Financial Services Inc. | Wildwood, FL | Jan 2004 - Current | 20 |
| State Farm Vp Management Corp. | Wildwood, FL | Jan 2003 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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