Brian Thomson (CRD# 7138350) is an Investment Advisor Representative working at Affinity Wealth Management LLC in Wilmington, DE and has over 3 years of experience in the finance industry. Brian Thomson 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# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
CRD# 6237585
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Affinity Wealth Management LLC | Wilmington, DE | Aug 2019 - Current | 4 |
Minnesota Life Insurance Company | St Paul, MN | Jun 2019 - Aug 2019 | < 1 |
Securian Financial Services Inc. | St Paul, MN | Jun 2019 - Aug 2019 | < 1 |
Diamond State Financial Group | Newark, DE | Jun 2019 - Aug 2019 | < 1 |
Food Lion | Harrington, DE | Jun 2015 - Aug 2019 | 4 |
Delaware State University | Dover, DE | Aug 2015 - May 2019 | 3 |
Lake Forest School District | Felton, DE | Nov 2017 - Feb 2018 | < 1 |
Lake Forest School District | Felton, DE | Jan 2009 - Jun 2015 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jun 2020 |
- DE
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Total Assets Under Management700MILLIONS
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Total Number of Accounts2,072ACCOUNTS
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Average Account Value$337,643
- 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 pooled investment vehicles (other than investment companies)
- Pension consulting services
CA, DE, FL, GA, MD, NC, NJ, NY, PA, SC, TN, TX, VA
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