Lavea
Thomas
Aspen Capital Management, LLC
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About this Advisor
Lavea Thomas is a financial advisor based in Boise, Idaho, working with Aspen Capital Management, LLC. Lavea has previously held positions at Realty Capital Securities, LLC, Emerson Equity LLC, Megatel Capital Investment, Waypoint Direct Investments, LLC, Legacy Wealth Management, LLC, and Aspen Capital Management. Lavea has passed the Series 63, Series 66, and Series 65 regulatory exams and is registered to provide services in Idaho and Texas. Currently, Lavea is part of Aspen Capital Management, LLC, which operates out of Boise, Idaho. The firm has 10 employees and manages assets totaling $1.0 billion. The firm serves high-net-worth clients and offers services including financial planning and portfolio management for individuals and small businesses. The fee structure at Aspen Capital Management, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Aspen Capital Management, LLC Brokerage Details
$1,010,000,000
10
1,424
$709,270
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Lavea Thomas Work History
Aspen Capital Management
Legacy Wealth Management, LLC
Waypoint Direct Investments, LLC
Emerson Equity LLC
Megatel Capital Investment
Realty Capital Securities, LLC
Disclosures
Please visit the SEC profile of Lavea 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 Aspen Capital Management, LLC
Boise, ID
Boise, ID
Boise, ID
Boise, ID
Boise, ID
Boise, ID
Boise, ID
Boise, ID
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