Robert Thomas, financial advisor Boise ID

Robert Thomas

CRD Number: 7074517
Current Firm: Alight Financial Advisors, LLC

Robert Thomas (CRD# 7074517) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Boise, ID and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Alight Financial Solutions Charlotte, NC Dec 2021 - Current < 1
Thrivent Investment Management Inc. Minneapolis, MN Oct 2021 - Dec 2021 < 1
Thrivent Financial Appleton, WI Sep 2021 - Dec 2021 < 1
Linen And Loot Boise, ID Jul 2021 - Oct 2021 < 1
Massmutual Life Insurance Company Meridian, ID May 2021 - Jul 2021 < 1
Mml Investors Services, LLC Meridian, ID May 2021 - Jul 2021 < 1
Unemployed Boise, ID Feb 2021 - May 2021 < 1
Tiaa-cref Individual & Institutional Services, LLC Denver, CO Aug 2020 - Feb 2021 < 1
Tiaa Denver, CO Aug 2020 - Feb 2021 < 1
Fidelity Brokerage Services LLC Greenwood Village, CO Feb 2019 - Aug 2020 1
Energy Resources Marketing Denver, CO Jul 2017 - Jun 2019 1
Delivered On LLC Denver, CO Dec 2018 - Feb 2019 < 1
Srp Companies/pugs Holdings LLC Castle Rock, CO May 2018 - Dec 2018 < 1
University Of Colorado Denver Denver, CO Aug 2013 - Jul 2018 4
Cucina Colore Denver, CO Nov 2016 - Jun 2018 1
Champion Window Co Of Birmingham, LLC Denver, CO Feb 2018 - May 2018 < 1
Yard House/darden Concepts Denver, CO Dec 2014 - Nov 2016 1
Bubba Gump Shrimp Company Denver, CO Sep 2013 - Dec 2014 1
Albertson's LLC Boise, ID May 2011 - Aug 2014 3
Bishop Kelly High School Boise, ID Aug 2009 - Aug 2013 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2019
S66 NASAA Uniform Combined State Law Examination Jul 2021
Contact Info for Robert V. Thomas
Phone Number: 866-560-7256
Registered State(s):
  • ID
  • NC
By the Numbers
  • Total Assets Under Management
    32,117
    MILLIONS
  • Total Number of Accounts
    232,157
    ACCOUNTS
  • Average Account Value
    $138,340
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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