Timothy Thomas (CRD# 7010478) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Lexington, SC and has over 4 years of experience in the finance industry.
CRD# 6754555
Raymond James & Associates, Inc.
CRD# 3133173
Ameriprise Financial Services, LLC
CRD# 4442492
Allison Investment Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Centaurus Financial, Inc. | Anaheim, CA | Jan 2020 - Current | 4 |
| Mantei & Associates | Lexington, SC | Sep 2018 - Current | 5 |
| Belk | Milledgeville, GA | Jul 2015 - Jun 2018 | 2 |
| Unemployed/student | Athens, GA | Jul 2013 - Jul 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2020 |
- GA
- NM
- NC
- OH
- SC
- VA
-
Total Assets Under Management5,212MILLIONS
-
Total Number of Accounts30,814ACCOUNTS
-
Average Account Value$169,144
- A percentage of assets under your management
- Hourly charges
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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