Mark
Thomas
Cambridge Investment Research Advisors, Inc
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About this Advisor
Mark Thomas is a financial advisor based in Concord, North Carolina, working with Cambridge Investment Research Advisors, Inc. Mark has previously held positions at Western Southern Life, W&S Brokerage Services, American United Life, Oneamerica Securities, Cambridge Investment Research, Inc, and Cambridge Investment Research Advisors, Inc. Mark has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, Mark is part of Cambridge Investment Research Advisors, Inc, which operates out of Concord, North Carolina. The firm has 2,192 offices and 3,312 employees. The firm manages assets totaling $87.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services, and educational seminars. The fee structure at Cambridge Investment Research Advisors, Inc includes asset-based, hourly, fixed, commission-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cambridge Investment Research Advisors, Inc Brokerage Details
$87,368,733,496
3,312
448,526
$194,791
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
- Market timing services
- Educational seminars/workshops
Mark Thomas Work History
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research, Inc
American United Life
Oneamerica Securities
W&S Brokerage Services
Western Southern Life
Disclosures
Please visit the SEC profile of Mark Thomas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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