Flora Champion-Thomas is a registered investment advisor at Wells Fargo Advisors, based in Bozeman, MT, with 21 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
105 East Oak, Unit 1A, Bozeman, MT, 59715
Get directionsHistory
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
Flora owns rental property and has 1% ownership in a wine business, dedicating minimal time to each. She also works as an office assistant for multiple businesses and as a seasonal proctor, spending a few hours per week on each of these activities, and owns a personal organizer business, dedicating about 10-20% of her time.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.Broker
Bear, Stearns & CO. INC.Broker
RBC Dain Rauscher INC.Broker
State Registrations45 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.