Maia Thomas (CRD# 2017456) is an Investment Advisor Representative working at Fortitude Advisory Group LLC in Laramie, WY and has over 32 years of experience in the finance industry.
CRD# 6366201
Wealth Design Consulting, LLC
CRD# 4073366
Wealth Design Consulting, LLC
CRD# 6366167
Wealth Design Consulting, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| E2i Advisors, Llc (formerly Wealth Bridge Solutions, Llc) | Laramie, WY | Dec 2017 - Current | 6 |
| Purshe Kaplan Sterling Investments, Inc. | Albany, NY | Sep 2015 - Mar 2020 | 4 |
| Tru Independence Asset Management, Llc Dba Valda | Portland, OR | Aug 2015 - Jan 2018 | 2 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1991 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1999 |
- WY
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Total Assets Under Management430MILLIONS
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Total Number of Accounts1,543ACCOUNTS
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Average Account Value$278,448
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, FL, GA, MA, MO, NC, NJ, NV, NY, OR, TX, VA, VT, WA, WY
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