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Henry Briscoe Thomas

Equitable Advisors, LLC

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About Henry Briscoe Thomas

Henry Briscoe Thomas has been working in the financial services industry since 1983. Henry is registered with Equitable Advisors, LLC and has offices in Towson, MD and Vero Beach, FL. Henry has a wide range of experience, having worked with multiple firms in the past, including Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, and The Equitable Life Assurance Society of the United States. Henry is also licensed to offer insurance products through various insurance providers. Henry has a strong commitment to providing financial planning and investment advice to individuals, families, and businesses. Henry is dedicated to helping clients achieve their financial goals and is committed to providing them with the highest level of service.

Firm Information

Henry Thomas is currently registered with Equitable Advisors, LLC. Equitable Advisors, LLC is a Limited Liability Company formed in 1999 and headquartered in New York, NY. The firm provides financial planning, pension consulting, educational seminars, and selection of other advisors, among other services. They manage assets for individuals, businesses, and charitable organizations. Equitable Advisors, LLC is registered with the SEC and in 53 states.
Equitable Advisors, LLC

1345 AVENUE OF THE AMERICAS

NEW YORK, NY 10105

$32.27B

Assets Under Management

141,324

Total Clients

4,926

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Henry Thomas’s Registration & Firm History

MD

04/19/2017 - Present

Equitable Advisors, LLC (TOWSON MD)

MD

02/19/1997 - 09/27/2007

LINCOLN FINANCIAL ADVISORS CORPORATION (BALTIMORE MD)

IN

04/08/1991 - 04/21/2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

NY

10/17/1983 - 01/05/2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

NA

04/08/1991 - 06/23/1994

LINCOLN FINANCIAL ADVISORS CORPORATION

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Licenses & Designations

IA

Issued 12/15/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/12/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/19/1999

Series 7 - General Securities Representative Examination

BC

Issued 10/14/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Henry Briscoe Thomas. Review regulatory record here.
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