Unclaimed
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.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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KY
01/06/2024 - Present
E. S. Barr & Co. (LEXINGTON KY)
BC
Issued 06/20/1997
Series 63 - Uniform Securities Agent State Law Examination
Active
Inactive
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