Clint Thomas (CRD# 4310393) is an Investment Advisor Representative working at Integrity Wealth Solutions LLC in Denver, CO and has over 19 years of experience in the finance industry. Clint 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# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Integrity Wealth Solutions | Denver, CO | Aug 2016 - Current | 7 |
| M.j. Smith And Associates | Greenwood Village, CO | Oct 2012 - Jul 2016 | 3 |
| Raymond James Financial Services, Inc. | Greenwood Village, CO | Oct 2012 - Jul 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2004 |
- CO
- TX
-
Total Assets Under Management224MILLIONS
-
Total Number of Accounts572ACCOUNTS
-
Average Account Value$390,870
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CO, FL, NE, NH, NM, TX, VA
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