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Joseph Allison Jr Thomas

AMERICAN INDEPENDENT SECURITIES GROUP, LLC·EAGLE, Idaho
Unclaimed Profile
664 S RIVERSHORE LANE STE 150, EAGLE, ID 83616CRD# 1484206Firm CRD# 135288
01

About

Joseph Allison Jr Thomas is a registered financial advisor based in EAGLE, Idaho, affiliated with AMERICAN INDEPENDENT SECURITIES GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
AMERICAN INDEPENDENT SECURITIES GROUP, LLC
AMERICAN INDEPENDENT SECURITIES GROUP, LLC
AUM
$513M
Regulatory assets under management
Employees
33
Total firm employees
View all advisors at AMERICAN INDEPENDENT SECURITIES GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1484206
Firm CRD# 135288
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joseph Allison Jr Thomas offer?
Joseph Allison Jr Thomas specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EAGLE, Idaho for a consultation.
What are Joseph Allison Jr Thomas's credentials?
Joseph Allison Jr Thomas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Allison Jr Thomas located?
Joseph Allison Jr Thomas is based in EAGLE, Idaho, working with AMERICAN INDEPENDENT SECURITIES GROUP, LLC. Their office serves clients in the EAGLE metropolitan area and surrounding communities.
How does Joseph Allison Jr Thomas charge for services?
Joseph Allison Jr Thomas's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AMERICAN INDEPENDENT SECURITIES GROUP, LLC?
AMERICAN INDEPENDENT SECURITIES GROUP, LLC has approximately 33 employees and manages $513M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Idaho
BOISE (123)KETCHUM (27)IDAHO FALLS (20)MERIDIAN (16)MOSCOW (10)
City Guides
BOISE GuideKETCHUM GuideIDAHO FALLS GuideMERIDIAN GuideMOSCOW Guide
Research
Advisor Fees in IdahoNational Fee Analysis
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