Jack Thacker, financial advisor Bristol VA

Jack Thacker

CRD Number: 2754773
Current Firm: Realta Investment Advisors, Inc.

Jack Thacker (CRD# 2754773) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Bristol, VA and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Realta Investment Advisors, Inc. Wilmington, DE Sep 2023 - Current < 1
Realta Equities, Inc. Wilmington, DE Sep 2023 - Current < 1
Arete Wealth Advisors, LLC Bristol, VA Aug 2021 - Sep 2023 2
Arete Wealth Management, LLC Bristol, VA Aug 2020 - Sep 2023 3
Center Street Advisors, LLC Bristol, VA Feb 2014 - Sep 2023 9
Center Street Securities, Inc. Bristol, VA Nov 2007 - Sep 2023 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1996
S65 NASAA Investment Advisors Law Examination Jun 2005
Disclosure Information

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.

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Contact Info for Jack R. Thacker
By the Numbers
  • Total Assets Under Management
    800
    MILLIONS
  • Total Number of Accounts
    3,529
    ACCOUNTS
  • Average Account Value
    $226,609
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

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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Data verified by both the advisor and the public regulatory data.

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