Kevin
Thomas
Equitable Advisors, LLC
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About this Advisor
Kevin Thomas is a financial advisor based in San Diego, California, with a total of 4 years of relevant experience. Thomas is currently employed by Equitable Advisors, LLC. The advisor has gained experience at Pfs Investments Inc, Primerica Financial Services, Pacific Home Remodeling, Axa Advisors, LLC and Equitable Advisors, LLC. Thomas holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Arizona, California, Colorado, Florida, Iowa, Michigan, Texas and Virginia. Equitable Advisors, LLC is an advisory business operating out of New York, NY. It has offices in 885 locations and a total of 5,251 employees. It controls $25 billion in assets between its 75,222 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 177 charities and foundations. Of its 75,222 customer accounts, 42% are associated with high-net-worth investors who have more than $1 million in investable assets. Equitable Advisors, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees largely vary depending on which service is provided. However, fees billed by Equitable Advisors, LLC likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Equitable Advisors, LLC Brokerage Details
$24,555,313,983
5,251
75,222
$326,438
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Kevin Thomas Work History
Kevin has been registered as a financial advisor for 4 years.*
Equitable Advisors, LLC
Axa Advisors, LLC
Pacific Home Remodeling
Pfs Investments Inc
Primerica Financial Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kevin Thomas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Equitable Advisors, LLC
Mount Pleasant, SC
Irvine, CA
Edison, NJ
Stamford, CT
Houston, TX
New York, NY
Selma, AL
Minneapolis, MN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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