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Christopher Ryan Thomas

12 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
127 clients
Average Client Portfolio
$914K average
Assets Under Management
$116.0M

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$1,000
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Location

3945-A Market St., Wilmington, NC, 28403

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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 ActivitiesSells Insurance

Christopher sells fixed insurance products through various independent insurance companies, dedicating about half of his time. He also owns rental property, spending minimal time on it, and works as an advisory representative of a registered investment advisor, spending about half of his time. Finally, he is an investment advisor representative (IAR) under the DBA name Lighthouse Wealth Partners, dedicating full-time hours.

Employment History
Current Registrations
Aurora Securities
August 2025 - Present · 6 mos
Aurora SecuritiesBroker
August 2025 - Present · 6 mos
Zermatt Wealth Partners
June 2025 - Present · 8 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
April 2016 - June 2025 · 9 yrs 2 mos
Cambridge Investment Research, INC.Broker
April 2016 - June 2025 · 9 yrs 2 mos
Transamerica Financial Advisors, INC.
March 2015 - April 2016 · 1 yr 1 mo
Transamerica Financial Advisors, INCBroker
October 2013 - April 2016 · 2 yrs 6 mos
State Registrations5 states
AZFLNCSCVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Christopher Ryan Thomas - Financial Advisor | TrueAdvisor