Henry Thomas
Henry Thomas is a registered investment advisor at Equitable Advisors, LLC, based in Towson, MD, with 42 years of industry experience. Henry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 69,432 clients with $38B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Equitable Advisors offers investment management through LPL Financial programs and third-party asset managers (TAMPs). Fees vary depending on the program and assets invested.
For LPL programs like SAM, fees are based on a percentage of your portfolio. In some cases, you can choose whether to pay transaction charges directly or have the advisor pay them, which affects the overall advisory fee.
When using TAMPs, the fees are determined by the TAMP and a portion is paid to Equitable Advisors. The specific fees, minimums, and arrangements vary by TAMP, so it's important to review their brochures.
Equitable Advisors also offers ERISA fiduciary services to retirement plans, with fees determined by the specific services provided.
Location
210 Allegheny Ave, Suite 300, Towson, MD, 21204
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
September 2007Customer Dispute
February 1998Other Business ActivitiesSells Insurance
Henry is an insurance advisor since 1999, advising clients on insurance matters and dedicating minimal time to it. He is also a partner in Deep Falls Farm Family Partnership and Cornerstone Financial, LLP, an insurance DBA operated by Equitable Financial Professionals, taking up more than full-time hours.
Employment History
Current Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Previous Registrations
Cornerstone Advisory LLP
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.