Unclaimed Profile

Iii Eldon Thoma

LOCALSHARES, INC.·NASHVILLE, Tennessee

Clean recordLOCALSHARES, INC.

618 CHURCH STREET, NASHVILLE, TN 37219CRD# 4884158Firm CRD# 167944

Profile Verification

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

Identity

Iii Eldon Thoma · NASHVILLE, TN

Registration

CRD #4884158 · LOCALSHARES, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Iii Eldon Thoma is a registered financial advisor based in NASHVILLE, Tennessee, affiliated with LOCALSHARES, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Institutional Investors

Introduction

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Firm Overview

Firm

LOCALSHARES INVESTMENTS, LLC

LOCALSHARES INVESTMENTS

AUM

$8M

Regulatory assets under management

Employees

Total firm employees

View all advisors at LOCALSHARES INVESTMENTS, LLC →

Services

Portfolio management (pooled investments)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4884158

Firm CRD# 167944

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Iii Eldon Thoma offer?

Iii Eldon Thoma specializes in Investment Management, Fee-Only Advisory. Contact their office in NASHVILLE, Tennessee for a consultation.

What are Iii Eldon Thoma's credentials?

Iii Eldon Thoma is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Iii Eldon Thoma located?

Iii Eldon Thoma is based in NASHVILLE, Tennessee, working with LOCALSHARES, INC.. Their office serves clients in the NASHVILLE metropolitan area and surrounding communities.

How does Iii Eldon Thoma charge for services?

Iii Eldon Thoma's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LOCALSHARES, INC.?

LOCALSHARES, INC. has approximately 2 employees and manages $8M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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