Kevin Thomas
Kevin Thomas is a CFP-designated registered investment advisor at Equitable Advisors, LLC, based in Harker Heights, TX, with 13 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 73,011 clients with $42B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Equitable Advisors offers investment management through LPL Financial programs and third-party asset managers (TAMPs). Fees vary depending on the program and assets invested.
For LPL programs like SAM, fees are based on a percentage of your portfolio. In some cases, you can choose whether to pay transaction charges directly or have the advisor pay them, which affects the overall advisory fee.
When using TAMPs, the fees are determined by the TAMP and a portion is paid to Equitable Advisors. The specific fees, minimums, and arrangements vary by TAMP, so it's important to review their brochures.
Equitable Advisors also offers ERISA fiduciary services to retirement plans, with fees determined by the specific services provided.
Location
331 Indian Trail, Suite 101-M, Harker Heights, TX, 76548
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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
Kevin is involved in several rental property businesses as an owner and trustee, dedicating a few hours per week to these activities. He is also a 1099 sales representative for IPROS Insurance Marketing Professionals and a Public Image Board Member Committee Lead for Killeen Heights Rotary Club, each taking a few hours per week.
Employment History
Current Registrations
Equitable Advisors, LLC
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Previous Registrations
Primerica Advisors
PFS Investments INC.Broker
State Registrations18 states
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
More Advisors
- Paul Rosa, CFPDe Rosa Asset Management, LLC