Thayer Financial, LLC

Thayer Financial, LLC (CRD# 304729) is a financial advisory firm headquartered in Hickory, NC. They manage $52,596,690 in 307 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
439 4th Street Sw, Hickory, NC 28602
https://www.thayerfinancial.com
By the Numbers
  • Total Assets Under Management
    53
    MILLION
  • Total Number of Accounts
    307
    ACCOUNTS
  • Average Account Value
    $171,325
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, TN, TX

Financial Advisors at Thayer Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Robert Smith, financial advisor Hickory NC
Robert D. Smith
CRD#: 6600354
439 4th Street Sw, Hickory, NC 28602

Robert Smith (CRD# 6600354) is an Investment Advisor Representative working at Thayer Financial, LLC in Hickory, NC and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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