Lavea Thomas (CRD# 4920010) is an Investment Advisor Representative working at Aspen Capital Management, LLC in Boise, ID and has over 19 years of experience in the finance industry. Lavea Thomas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6768948
Lpl Financial LLC
CRD# 4962091
Eagle Strategies LLC
CRD# 6238361
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aspen Capital Management | Boise, ID | May 2021 - Current | 3 |
| Legacy Wealth Management, LLC | Boise, ID | Jan 2020 - May 2021 | 1 |
| Waypoint Direct Investments, LLC | Stamford, CT | Oct 2017 - Nov 2019 | 2 |
| Unemployed | Star, ID | Jul 2017 - Sep 2017 | < 1 |
| Emerson Equity LLC | San Mateo, CA | Jun 2016 - Jun 2017 | 1 |
| Megatel Capital Investment | Farmers Branch, TX | Jun 2016 - Jun 2017 | 1 |
| Unemployed | Star, ID | Dec 2015 - Jun 2016 | < 1 |
| Realty Capital Securities, LLC | Boston, MA | Dec 2011 - Dec 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2020 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2021 |
- ID
- TX
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Total Assets Under Management1,010MILLIONS
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Total Number of Accounts1,424ACCOUNTS
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Average Account Value$709,270
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, ID, NY, OR, TX, WA
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