Stephen
Thomas
Linden Thomas Advisory Services, LLC
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About this Advisor
Stephen Thomas is a financial advisor who works out of Charlotte, North Carolina with a total of 5 years of industry experience. Thomas currently works for Linden Thomas Advisory Services, LLC. Thomas has gained experience at Wells Fargo Advisors Financial Network LLC, Strategic Index Advisors, LLC, Linden Thomas Advisory Services, LLC, Linden Thomas And Company Securities, LLC and Indexperts, LLC. Thomas maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in North Carolina and Texas. Linden Thomas Advisory Services, LLC is a financial advisory business based in Charlotte, NC. It has $1 billion in assets across its 6,096 accounts, making it one of the larger investment advisory firms in the nation by assets under management. Of its 6,096 customer accounts, 66% are associated with high-net-worth clients who have more than $1 million in investable assets. The firm offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advisory services largely are based on which services the firm provides the client. However, fee types charged by Linden Thomas Advisory Services, LLC likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Linden Thomas Advisory Services, LLC Brokerage Details
$1,139,212,272
11
6,096
$186,879
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Stephen Thomas Work History
Stephen has been registered as a financial advisor for 5 years.*
Indexperts, LLC
Linden Thomas Advisory Services, LLC
Linden Thomas And Company Securities, LLC
Strategic Index Advisors, LLC
Wells Fargo Advisors Financial Network 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 Stephen 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 Linden Thomas Advisory Services, LLC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
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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