Brian
Thomas

Cetera Advisors LLC

CRD#5239983
Investment Advisor
in Lynn, MA

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About this Advisor

Brian Thomas is a financial advisor working in Lynn, Massachusetts, who has 7 years of relevant experience. Thomas works at Cetera Advisors LLC. Thomas has gained experience at Divigilio Financial Group, Cetera Advisors LLC and Lynn Youth Soccer. Thomas has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Massachusetts and Texas. Cetera Advisors LLC is a financial advisory company that has its headquarters in Englewood, CO. The investment advisory business has offices in 692 locations and a total of 1,047 financial advisors. It controls $21 billion in assets under management between its 90,646 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 294 charitable organizations. Of its 90,646 customer accounts, 26% belong to high-net-worth individuals who have more than $1 million in investable assets. Cetera Advisors LLC provides a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors usually are based on the services offered. Fees billed by Cetera Advisors LLC most likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

583 Chestnut Street Unit #6
Lynn, MA 01904

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Cetera Advisors LLC Brokerage Details

Total Assets Under Management

$21,227,977,082

MA Average: $2,349,664,866
Total Number of Employees

1,047

MA Average: 28
Total Number of Accounts

90,646

MA Average: 1,101
Average Account Size

$234,185

MA Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Brian Thomas Work History

Brian has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Cetera Advisors LLC

2014 - 2017 (3 years)

Lynn Youth Soccer

2006 - 2019 (13 years)

Divigilio Financial Group

*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 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 Cetera Advisors LLC

Michael Rousseau
Westborough, MA
Daniel Fundingsland
Baxter, MN
Elyse Jurman
Boca Raton, FL
William Lucas
Missoula, MT
Iain Reilly
San Diego, CA
Denise Ford
Saint Louis, MO
John Peyton
Lake Oswego, OR
Randy Roesler
Franklin, WI

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.

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