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Leigh Anne Thomas

TOWNSEND PERSONAL FINANCIAL PLANNING, LLC·COLUMBUS, Georgia
Clean recordTOWNSEND PERSONAL FINANCIAL PLANNING, LLC
6867 MOUNTAINBROOK DR, COLUMBUS, GA 31904CRD# 7279303Firm CRD# 126241

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Leigh Anne Thomas · COLUMBUS, GA
Registration
CRD #7279303 · TOWNSEND PERSONAL FINANCIAL PLANNING, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Leigh Anne Thomas is a registered financial advisor based in COLUMBUS, Georgia, affiliated with TOWNSEND PERSONAL FINANCIAL PLANNING, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
TOWNSEND PERSONAL FINANCIAL PLANNING, LLC
TOWNSEND WEALTH MANAGEMENT
AUM
$152M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at TOWNSEND PERSONAL FINANCIAL PLANNING, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Other: FINANCIAL PLANNING FOR FIXED FEE
Regulatory
SEC/IARD CRD# 7279303
Firm CRD# 126241
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Leigh Anne Thomas offer?
Leigh Anne Thomas specializes in Financial Planning, Investment Management. Contact their office in COLUMBUS, Georgia for a consultation.
What are Leigh Anne Thomas's credentials?
Leigh Anne Thomas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Leigh Anne Thomas located?
Leigh Anne Thomas is based in COLUMBUS, Georgia, working with TOWNSEND PERSONAL FINANCIAL PLANNING, LLC. Their office serves clients in the COLUMBUS metropolitan area and surrounding communities.
How does Leigh Anne Thomas charge for services?
Leigh Anne Thomas's firm is compensated through percentage of aum, other: financial planning for fixed fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TOWNSEND PERSONAL FINANCIAL PLANNING, LLC?
TOWNSEND PERSONAL FINANCIAL PLANNING, LLC has approximately 3 employees and manages $152M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TOWNSEND PERSONAL FINANCIAL PLANNING, LLC

Jr Burnett Townsend
COLUMBUS, GA
Tyler Ashley Townsend
COLUMBUS, GA

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Research
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