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Theresa Lynn Thomas

24 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B
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Location

2761 W. 120th Ave., Suite 200, Westminster, CO, 80234

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Theresa works as an insurance agent since 2000, dedicating a few hours per week to this role. She also works full-time as a financial advisor at Townsend and Associates since 2006, reviewing financial plans and implementing investment plans.

Employment History
Current Registrations
Private Client Services, LLCBroker
July 2025 - Present · 7 mos
Townsend
August 2007 - Present · 18 yrs 6 mos
Previous Registrations
Osaic Wealth, INC.Broker
June 2024 - July 2025 · 1 yr 1 mo
Securities America, INC.Broker
December 2001 - June 2024 · 22 yrs 6 mos
PFS Investments INC.Broker
January 2001 - October 2001 · 9 mos
State Registrations13 states
AZCOFLIDKSMIMNMTNCNETXWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.