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Thomas Thomas

32 Years of Experience
Cleveland, TN
Broker

Thomas Thomas is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Cleveland, TN, with 32 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

4363 North Ocoee Street, Suite 1, Cleveland, TN, 37312

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Thomas is a partner and owner of rental real estate, and a partner in a personal investment account. He also works as an owner, operator, and branch manager for Thomas & Thomas Partners, dedicating about half of his time to this role.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
October 1996 - Present · 29 yrs 7 mos
Previous Registrations
Raymond James Financial Services
March 2004 - January 2009 · 4 yrs 10 mos
Raymond James & Associates, INC.Broker
August 1995 - October 1996 · 1 yr 2 mos
NationssecuritiesBroker
December 1993 - August 1995 · 1 yr 8 mos
State Registrations23 states
ALCADCFLGAILINKYMDMIMOMSNCNYOHOKORPASCTNTXVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.