Thomas Boggess
Thomas Boggess is a registered investment advisor at First Advisors National, LLC, based in La Grange, IL, with 17 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,430 clients with $500M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.85% |
Advisory fees are negotiable, and FAN Advisors retains the right to reduce advisory fees at its discretion.
Fee Estimator
Location
229 N Catherine Ave, La Grange, IL, 60525
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 ActivitiesSells Insurance
Thomas is the Chapter President for the Society for Financial Awareness, an advisory representative for CIRA, and an attorney/principal for LAW TPB LLC. He also provides college planning consulting and business consulting, and is an independent insurance agent selling life, health, disability, long-term care, and fixed annuities, taking nearly full-time hours.
Employment History
Current Registrations
First Advisors National, LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Investment Advisors
Proequities, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
State Registrations1 state
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.