linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael Lorne Thomas

Advisor Resource Council

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

About Michael Lorne Thomas

Michael Lorne Thomas is a financial advisor with Advisor Resource Council. Michael has been in the industry since 1994 and is registered in California as an investment advisor representative. Michael has experience in portfolio management for individuals and businesses. Michael also provides financial planning and selection of other advisors services. Michael holds the Series 7, Series 63, and Series 65 licenses. In addition to Advisor Resource Council, Michael has previously worked at Falcon Point Capital, LLC, Salomon Smith Barney Inc., Salomon Brothers Inc., and Montgomery Securities.

Firm Information

Michael Thomas is currently registered with Advisor Resource Council. The Advisor Resource Council is a Dallas, TX-based firm with 91 investment adviser representatives and $2.45 billion in regulatory assets under management. The firm offers financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, and other investment advisers. They are also a registered investment adviser with the SEC.
Advisor Resource Council

15110 DALLAS PARKWAY

DALLAS, TX 75248

$2.45B

Assets Under Management

11

Total Clients

75

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

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

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.

Michael Thomas’s Registration & Firm History

TX

01/01/2025 - Present

Advisor Resource Council (DALLAS TX)

NY

11/29/1997 - 10/29/1999

SALOMON SMITH BARNEY INC. (NEW YORK NY)

NY

05/12/1997 - 09/01/1998

SALOMON BROTHERS INC. (NEW YORK NY)

CA

10/14/1994 - 04/29/1997

MONTGOMERY SECURITIES (SAN FRANCISCO CA)

Not sure if Michael Lorne Thomas is right for you?

Licenses & Designations

IA

Issued 07/17/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/14/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/13/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

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