Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam John Thomas is a financial advisor with Raymond James Financial Services Advisors, Inc. Adam has been in the financial industry since August 1999. Adam is registered with the state of Alabama and Texas as a broker and investment advisor representative. Adam is also licensed to sell securities in several other states including: Arizona, Arkansas, California, Florida, Georgia, Indiana, Maine, Mississippi, Montana, North Dakota, Pennsylvania, South Carolina, Tennessee, Virginia, and West Virginia. Prior to joining Raymond James, Adam worked as a financial advisor for LPL Financial LLC, Wells Fargo Advisors, LLC, and A. G. Edwards & Sons, Inc. Adam has earned the Certified Financial Planner designation. Adam is also active in the community, serving as the owner/proprietor of Bon Ton Lewistown, LLC, a real estate brokerage firm in Lewistown, Montana.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
AL
07/11/2023 - Present
Raymond James Financial Services Advisors, Inc. (DOTHAN AL)
AL
08/14/2009 - 04/12/2017
LPL FINANCIAL LLC (DOTHAN AL)
AL
01/01/2008 - 08/14/2009
WELLS FARGO ADVISORS, LLC (DOTHAN AL)
AL
08/14/1999 - 01/03/2008
A. G. EDWARDS & SONS, INC. (DOTHAN AL)
BC
Issued 09/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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