David
Thomas
Equitas Capital Advisors,LLC
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About this Advisor
David Thomas is a financial advisor operating in New Orleans, Louisiana with a total of 11 years of relevant experience. Thomas is an employee of Equitas Capital Advisors,LLC. Their career trajectory has included roles at Equitas Capital Advisors, LLC, Equitas Partners and Purshe Kaplan Sterling Investments. Thomas has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Louisiana and Texas. Equitas Capital Advisors,LLC is a registered investment business that has its headquarters in New Orleans, LA. It manages $393 million in total assets between its 70 customer accounts, making it one of the larger investment advisory firms in the nation by assets under management. The firm advises nine charitable organizations. Of its 70 client accounts, 51% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Equitas Capital Advisors,LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial management fees depend on the services provided. However, fees billed by Equitas Capital Advisors,LLC likely consist of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Equitas Capital Advisors,LLC Brokerage Details
$392,963,144
10
70
$5,613,759
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
David Thomas Work History
David has been registered as a financial advisor for 11 years.*
Purshe Kaplan Sterling Investments
Equitas Partners
Equitas Capital Advisors, LLC
*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 David 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 Equitas Capital Advisors,LLC
New Orleans, LA
New Orleans, LA
New Orleans, LA
New Orleans, LA
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