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Tamika Thomas

15 Years of Experience
Mentor, OH
Broker

Tamika Thomas is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Mentor, OH, with 15 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

7473 Center Street, Mentor, OH, 44060

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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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Other Business Activities

Tamika works as a paraplanner for Carver Financial Services LLC, a support company, dedicating about half of her time to this role. A significant portion of this time occurs during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2018 - Present · 7 yrs 7 mos
Raymond James Financial Services, INC.Broker
September 2018 - Present · 7 yrs 8 mos
Previous Registrations
PNC Capital Advisors LLC
June 2015 - September 2018 · 3 yrs 3 mos
PNC Funds Distributor, LLCBroker
June 2015 - September 2018 · 3 yrs 3 mos
PNC Investments
March 2013 - May 2015 · 2 yrs 2 mos
PNC InvestmentsBroker
September 2012 - May 2015 · 2 yrs 8 mos
The Huntington Investment CompanyBroker
February 2011 - June 2012 · 1 yr 4 mos
Commonwealth Financial NetworkBroker
November 2009 - January 2011 · 1 yr 2 mos
State Registrations2 states
FLOH
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.
Tamika Thomas - Financial Advisor | TrueAdvisor