Thomas Ledbetter (CRD# 7664883) is an Investment Advisor Representative working at Colonial Trust Advisors, Inc. in Greenville, SC and has 1 year of experience in the finance industry.
CRD# 5253310
Boundless Financial
CRD# 4456936
Apex Capital Management LLC
CRD# 6162753
Brookstone Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Colonial Trust Advisors, Inc. | Greenville, SC | Nov 2022 - Current | 1 |
| Wells Fargo | Charlotte, NC | Jul 2017 - Oct 2022 | 5 |
| Unemployed | Greenville, SC | Jan 2017 - Jun 2017 | < 1 |
| Clemson University | Clemson, SC | Sep 2013 - Dec 2016 | 3 |
| Clemson University | Clemson, SC | Jul 2013 - Dec 2016 | 3 |
| Wells Fargo | Charlotte, NC | Jun 2016 - Aug 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2023 |
- SC
-
Total Assets Under Management1,400MILLIONS
-
Total Number of Accounts1,990ACCOUNTS
-
Average Account Value$703,356
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
FL, GA, NC, NJ, NY, SC, TN, TX, VA
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