Thomas Meade is a CFP-designated registered investment advisor at La Vida Financial, based in Frisco, TX, with 4 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
LVF does not manage client assets or offer investment management services. However, investment recommendations may be made as part of the financial planning services.
Location
9355 John W. Elliott Dr, #25, Frisco, TX, 75033
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
La Vida Financial
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Nationwide Investment Advisors, LLC
Nationwide Investment Services CorporationBroker
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.