Unclaimed Profile

Dawn Leigh Thomas

CLEARVIEW WEALTH ADVISORS, LLC·SALEM, Oregon

SIE, Series 7, Series 66Clean record17 years registeredCLEARVIEW WEALTH ADVISORS, LLC

2035 MADRONA AVE SE, SALEM, OR 97302CRD# 2355373Firm CRD# 305737

Profile Verification

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

Identity

Dawn Leigh Thomas · SALEM, OR

Registration

CRD #2355373 · CLEARVIEW WEALTH ADVISORS, LLC · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CLEARVIEW WEALTH ADVISORS, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Feb 2015 – Mar 2017

SALEM, OR

WELLS FARGO ADVISORS, LLC

Apr 2009 – Feb 2015

SALEM, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · April 27, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CLEARVIEW WEALTH ADVISORS, LLC

CRD 305737 · SEC 801-117527

AUM

$175M

Regulatory assets under management

Employees

885 client accounts

Services offered by CLEARVIEW WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CLEARVIEW WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Dawn Leigh Thomas offer?

Dawn Leigh Thomas specializes in Financial Planning, Investment Management.

What are Dawn Leigh Thomas's credentials?

Dawn Leigh Thomas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dawn Leigh Thomas located?

Dawn Leigh Thomas is based in SALEM, Oregon, last registered with CLEARVIEW WEALTH ADVISORS, LLC.

How does Dawn Leigh Thomas charge for services?

Dawn Leigh 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 CLEARVIEW WEALTH ADVISORS, LLC?

CLEARVIEW WEALTH ADVISORS, LLC has approximately 5 employees and manages $175M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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