Maia Thomas, financial advisor Burlington VT
93 score

Maia Thomas

CRD Number: 2017456
Current Firm: Wealth Bridge Solutions, LLC

Maia Thomas (CRD# 2017456) is an Investment Advisor Representative working at Wealth Bridge Solutions, LLC in Burlington, VT and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Wealth Bridge Solutions, LLC Burlington, VT Dec 2017 - Current < 1
Purshe Kaplan Sterling Investments, Inc. Albany, NY Sep 2015 - Current 2
Tru Independence Asset Management, Llc Dba Valda Portland, OR Aug 2015 - Current 2
Unemployed Claremont, CA Jul 2015 - Aug 2015 < 1
Raymond James Financial Services Advisors, Inc. Claremont, CA Sep 2008 - Jul 2015 6
Thomas Investment Group Claremont, CA Sep 2008 - Jul 2015 6
Raymond James Financial Services, Inc. Claremont, CA Feb 1995 - Jul 2015 20
Carson Advisory, Inc. Athens, GA Mar 2005 - Nov 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1991
S65 NASAA Investment Advisors Law Examination Nov 1999
Contact Info for Maia D. Thomas
Phone Number: (877) 356-1058
Registered State(s):
  • VT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Pension consulting services
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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