Erin Thomas
Erin Thomas is a registered investment advisor at Prospera Financial Services, INC., based in Dallas, TX, with 3 years of industry experience. Erin 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, Investment Management, and 2 more. Their firm serves 19,103 clients with $12B 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 | 2.15% |
Maximum annual fee across investment management programs is 2.15% of assets under management. Fees are negotiable based on account size, complexity, and services provided.
Fee Estimator
Location
5429 Lbj Freeway, Suite 750, Dallas, TX, 75240
Get directionsHistory
Regulatory History (1)
Financial
June 2019Other Business Activities
Erin owns Erin Elaine Thomas LLC, which provides mobile notary services. She also works part-time delivering groceries for Shipt and Instacart, dedicating minimal time to each activity.
Employment History
Current Registrations
Prospera Financial Services, INC.
Prospera Financial Services, INC.Broker
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.
Exams
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