Invested Better
Unclaimed

Unclaimed

Unclaimed

Angela Thomas

E. S. Barr & Co.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Angela? Claim Your Profile

About Angela Thomas

Angela Thomas is a registered Investment Advisor Representative with E. S. Barr & Co., which is headquartered in Lexington, Kentucky. Angela has been in the industry since 1997. She has a Series 63 license and is registered in Kentucky. Angela is associated with E. S. Barr & Co. and is currently pending approval for registration with the Kentucky Department of Financial Institutions.

Firm Information

Angela Thomas is currently registered with E. S. Barr & Co.. E. S. Barr & Co. is an investment advisor based in Lexington, Kentucky, with a total of $1,796,022,602 in regulatory assets under management. The firm primarily serves high-net-worth individuals, corporations, and charitable organizations. They offer portfolio management services for individuals, businesses, and pooled investment vehicles.
E. S. Barr & Co.

1999 RICHMOND ROAD

LEXINGTON, KY 40502

$1.80B

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

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.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Angela Thomas’s Registration & Firm History

KY

01/06/2024 - Present

E. S. Barr & Co. (LEXINGTON KY)

Not sure if Angela Thomas is right for you?

Licenses & Designations

BC

Issued 06/20/1997

Series 63 - Uniform Securities Agent State Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Angela Thomas.
Not sure if Angela Thomas is right for you?