Brian
Thomson
Affinity Wealth Management LLC
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About this Advisor
Brian Thomson is a certified financial planner based in Wilmington, Delaware who has 3 years of relevant experience. Thomson works at Affinity Wealth Management LLC. Over the course of their career, they have held roles at Minnesota Life Insurance Company, Securian Financial Services Inc, Diamond State Financial Group, Food Lion, Delaware State University, Lake Forest School District and Affinity Wealth Management LLC. Thomson has a Series 65 license, qualifying them as an investment advisor representative, and is registered to serve investors in Delaware. Affinity Wealth Management LLC is a financial advisory company based in Wilmington, DE. It controls $605 million in total assets across its 1,946 customer accounts, placing it among the bigger investment advisory firms in the United States by assets under management. Of its 1,946 accounts, 26% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Affinity Wealth Management LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and pension consulting services. Financial management fees typically depend on the type of financial services offered. Fee types billed by Affinity Wealth Management LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Affinity Wealth Management LLC Brokerage Details
$604,578,398
16
1,946
$310,677
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
Brian Thomson Work History
Brian has been registered as a financial advisor for 3 years.*
Affinity Wealth Management LLC
Minnesota Life Insurance Company
Securian Financial Services Inc
Diamond State Financial Group
Lake Forest School District
Food Lion
Delaware State University
Lake Forest School District
*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 Brian Thomson 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 Affinity Wealth Management LLC
Wilmington, DE
Wilmington, DE
Wilmington, DE
Wilmington, DE
Wilmington, DE
Wilmington, DE
Wilmington, DE
Wilmington, DE
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.
