TB
CFP
TB
CFP

Thomas Boys

29 Years of Experience
Portsmouth, NH
1 DisclosureBroker

Thomas Boys is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Portsmouth, NH, with 29 years of industry experience. Thomas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

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

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Location

1 Harbour Pl Ste 300, Portsmouth, NH, 03801

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
April 1992
Final Disposition
Employment History
Current Registrations
Wells Fargo Advisors
October 2001 - Present · 25 yrs
Wells Fargo Clearing Services, LLC
January 2001 - Present · 25 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
January 2001 - Present · 25 yrs 9 mos
Previous Registrations
Sands Brothers & CO., LTD.Broker
July 1997 - January 2001 · 3 yrs 6 mos
State Registrations30 states
AZCACOCTFLHIILMAMDMIMNMONCNHNJNMNVNYOHOKORPARISCTNTXUTVAWAWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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