Mark Thomas, LLC

Mark Thomas, LLC (CRD# 170609) is a financial advisory firm headquartered in , . They manage $13,192,029 in 63 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    63
    ACCOUNTS
  • Average Account Value
    $209,397
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA

Financial Advisors at Mark Thomas, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Mark A. Thomas
CRD#: 1513398
Lafayette, LA
96
Wealthminder
score

Mark Thomas (CRD# 1513398) is an Investment Advisor Representative working at Mark Thomas, LLC in Lafayette, LA and has over 24 years of experience in the finance industry. Mark 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.

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