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Craig Thomas

29 Years of Experience
Charlotte, NC
Broker

Craig Thomas is a registered investment advisor at T. Rowe Price Associates, INC., based in Charlotte, NC, with 29 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5,921 clients with $1900B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
227 advisors
IM Fee
Planning only
Assets Under Management
$1934.2B

Fee Structure

Minimum Investment:$50M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Charlotte, NC

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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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Employment History
Current Registrations
T. Rowe Price Associates, INC.
October 2017 - Present · 8 yrs 7 mos
T. Rowe Price Investment Services, INC.
April 2004 - Present · 22 yrs 1 mo
T. Rowe Price Investment Services, INC.Broker
April 2004 - Present · 22 yrs 1 mo
Previous Registrations
Invesco Distributors, INC.Broker
May 1999 - July 2003 · 4 yrs 2 mos
Dean Witter Reynolds INC.Broker
February 1998 - May 1998 · 3 mos
Cigna Financial Advisors,inc.Broker
September 1997 - November 1997 · 2 mos
Titus & Donnelly GPBroker
August 1994 - June 1997 · 2 yrs 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Craig Thomas - Financial Advisor | TrueAdvisor