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David Lawrence Thomas

E.P.G., INCORPORATED·FRAMINGHAM, Massachusetts
Series 6, Series 7, Series 63, Series 65Clean record23 years registeredE.P.G., INCORPORATED
205 NEWBURY STREET, FRAMINGHAM, MA 01701CRD# 1383731Firm CRD# 106821

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Lawrence Thomas · FRAMINGHAM, MA
Registration
CRD #1383731 · E.P.G., INCORPORATED · 23 years registered
Brand Profile
Not yet started
01

Career History

EPG INCORPORATED
Feb 2003 – present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · February 20, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
E.P.G., INCORPORATED
CRD 106821 · SEC 801-51518
AUM
$3.6B
Regulatory assets under management
Employees
13
78 client accounts
Services offered by E.P.G., INCORPORATED
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Market timing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at E.P.G., INCORPORATED →
Introduction

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05

Frequently Asked Questions

What services does David Lawrence Thomas offer?
David Lawrence Thomas specializes in Investment Management, Wealth Management. Contact their office in FRAMINGHAM, Massachusetts for a consultation.
What are David Lawrence Thomas's credentials?
David Lawrence Thomas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Lawrence Thomas located?
David Lawrence Thomas is based in FRAMINGHAM, Massachusetts, working with E.P.G., INCORPORATED. Their office serves clients in the FRAMINGHAM metropolitan area and surrounding communities.
How does David Lawrence Thomas charge for services?
David Lawrence Thomas's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is E.P.G., INCORPORATED?
E.P.G., INCORPORATED has approximately 13 employees and manages $3.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at E.P.G., INCORPORATED

Stella Wing Chung Pang
FRAMINGHAM, MA
Deborah Ann Mclaughlin
WELLESLEY, MA
Jonathan Alan Rankin
FRAMINGHAM, MA
Lawrence Teitelbaum
WELLESLEY, MA

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