Thomas Avery is a registered investment advisor at Nfsg Corporation, based in Boca Raton, FL, with 31 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,096 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee is up to 2%.
Fee Estimator
Location
1200 North Federal Highway, Suite 400, Boca Raton, FL, 33432
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Thomas works as a driver for Uber, Lyft, Amazon Flex, Roadie, and as a shopper/delivery person for Instacart and Shipt. These activities are not investment-related and each takes a few hours per week.
Employment History
Current Registrations
Nfsg Corporation
Newbridge Securities CorporationBroker
Previous Registrations
Ally Invest Securities LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Investacorp, INC.Broker
National Financial Services LLCBroker
E*trade Professional Trading, LLCBroker
Chase Investment Services CORP.Broker
Jemmini Securities, LLCBroker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
Wall Street Equities IncorporatedBroker
Wall Street Investor ServicesBroker
Investex Securities Group, INC.Broker
National Discount BrokersBroker
Charles Schwab & CO., INC.Broker
Waterhouse Securities, INC.Broker
Omni Mutual, INC.Broker
Austin Securities, INC.Broker
Wall Street Discount Corporation (the)Broker
Brooks Weinger Robbins & Leeds INC.Broker
Venus International Group, LTD.Broker
Brooks Weinger Robbins & Leeds INC.Broker
State Registrations3 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.