Adam Thomas
Adam Thomas is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Dothan, AL, with 26 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
Firm Size
IM Fee
Assets Under Management
Location
306 Regency Court, Dothan, AL, 36305
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Adam is involved in several real estate ventures, including Bon Ton Lewistown, LLC, Rehobeth Town Center, LLC, and Sharptail Ridge, dedicating minimal time to each. He also owns Wiregrass Events, which promotes community activities, and Wiregrass Wealth Management, LLC, the DBA for his Raymond James branch.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services Advisors, INC
LPL Financial LLCBroker
LPL Financial LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations19 states
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