Unclaimed Profile

Kenneth Lee Thrasher

BT WEALTH MANAGEMENT, LLC·ATLANTA, Georgia

Clean record23 years registeredBT WEALTH MANAGEMENT, LLC

RIVERWOOD 200, ATLANTA, GA 30339CRD# 4569137Firm CRD# 147729

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kenneth Lee Thrasher · ATLANTA, GA

Registration

CRD #4569137 · BT WEALTH MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BT WEALTH MANAGEMENT, LLC

BT WEALTH MANAGEMENT, LLC

Apr 2009 – Jul 2022

ATLANTA, GA

CPADVISORS, LLC

Jan 2006 – Dec 2010

ATLANTA, GA

CPADVISORS, LLC

Jan 2005 – Dec 2005

ATLANTA, GA

BTADVISORS, LLC

Jul 2003 – Dec 2009

ATLANTA, GA

Registrations & Exams

Registration record

First registered · July 23, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BT WEALTH MANAGEMENT, LLC

CRD 147729 · SEC 801-69372

AUM

$1.1B

Regulatory assets under management

Employees

1,327 client accounts

Services offered by BT WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at BT WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Kenneth Lee Thrasher offer?

Kenneth Lee Thrasher specializes in Financial Planning, Investment Management, Retirement Planning.

What are Kenneth Lee Thrasher's credentials?

Kenneth Lee Thrasher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kenneth Lee Thrasher located?

Kenneth Lee Thrasher is based in ATLANTA, Georgia, last registered with BT WEALTH MANAGEMENT, LLC.

How does Kenneth Lee Thrasher charge for services?

Kenneth Lee Thrasher's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BT WEALTH MANAGEMENT, LLC?

BT WEALTH MANAGEMENT, LLC has approximately 16 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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