Thomas
Brown
Petso Financial Consultants LLC
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About this Advisor
Thomas Brown is a certified financial planner based out of Boise, Idaho who has 8 years of industry experience. Brown is an advisor for Petso Financial Consultants LLC. The advisor has gained experience at Petso Financial Consultants LLC, Mutual Securities, Inc, Cambridge Investment Research Advisors, Inc and Cambridge Investment Research, Inc. Brown holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in Idaho. Petso Financial Consultants LLC is a registered investment firm headquartered in Boise, ID. It administers $1 billion in total assets across its 3,462 accounts, making it one of the bigger financial advisory firms in the country by assets under management. The firm serves six charities and foundations. Of its 3,462 client accounts, just 14% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Petso Financial Consultants LLC provides a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services usually vary depending on which services are offered. Fees billed by Petso Financial Consultants LLC can include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Petso Financial Consultants LLC Brokerage Details
$1,001,733,985
5
3,462
$289,351
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Thomas Brown Work History
Thomas has been registered as a financial advisor for 8 years.*
Petso Financial Consultants LLC
Mutual Securities, Inc
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research,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 Thomas Brown 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 Petso Financial Consultants LLC
Boise, ID
Boise, ID
Boise, ID
Boise, ID
Boise, ID
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.
