Andrew Thomas (CRD# 7393358) is an Investment Advisor Representative working at Mml Investors Services, LLC in Galesburg, IL and has 1 year of experience in the finance industry.
CRD# 2414650
Lpl Financial LLC
CRD# 2505445
Thrivent Investment Management Inc.
CRD# 4006061
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Massmutual Life Insurance Company | Galesburg, IL | Jan 2023 - Current | 1 |
Mml Investors Services, LLC | Galesburg, IL | Feb 2022 - Current | 2 |
Illinois College | Jacksonville, IL | Jul 2019 - Current | 4 |
Charterpoint Wealth Strategies | Plymouth, MN | Feb 2021 - Jan 2023 | 1 |
Mml Investors Services, LLC | Galesburg, IL | Jun 2021 - Aug 2021 | < 1 |
Dick Blick Art Materials | Galesburg, IL | May 2021 - Jul 2021 | < 1 |
Galesburg High School | Galesburg, IL | Jul 2015 - Jun 2019 | 3 |
Churchill Jr. High School | Galesburg, IL | Sep 2013 - Jun 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2023 |
- IL
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Total Assets Under Management72,828MILLIONS
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Total Number of Accounts351,645ACCOUNTS
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Average Account Value$207,106
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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