Clint
Thomas
Integrity Wealth Solutions LLC
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About this Advisor
Clint Thomas is a certified financial planner working in Denver, Colorado who has 7 years of relevant experience. Thomas is an employee of Integrity Wealth Solutions LLC. Over the course of their career, Thomas has held roles at M.J. Smith And Associates, Raymond James Financial Services, Inc and Integrity Wealth Solutions. Thomas maintains a Series 63 license, which qualifies them as a securities broker, and is registered to serve investors in Colorado and Texas. Integrity Wealth Solutions LLC is an advisory company operating out of Denver, CO. It controls $181 million in assets under management among its 501 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm advises two charitable organizations. Of its 501 client accounts, 36% belong to high-net-worth investors who have more than $1 million in assets. The business has a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors largely vary depending on which services the firm provides the client. However, fees charged by Integrity Wealth Solutions LLC likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Integrity Wealth Solutions LLC Brokerage Details
$180,632,498
2
501
$360,544
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Clint Thomas Work History
Clint has been registered as a financial advisor for 7 years.*
Integrity Wealth Solutions
M.J. Smith And Associates
Raymond James Financial Services, Inc
*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 Clint 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 Integrity Wealth Solutions LLC
Denver, CO
Denver, CO
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
