Unclaimed Profile

Karrie Ann Thomas

SHEAVLY FINANCIAL GROUP, INC.·VIRGINIA BEACH, Virginia

Clean recordSHEAVLY FINANCIAL GROUP, INC.

324 SOUTHPORT CIRCLE, SUITE 103, VIRGINIA BEACH, VA 23452CRD# 4434530Firm CRD# 157164

Profile Verification

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

Identity

Karrie Ann Thomas · VIRGINIA BEACH, VA

Registration

CRD #4434530 · SHEAVLY FINANCIAL GROUP, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Karrie Ann Thomas is a registered financial advisor based in VIRGINIA BEACH, Virginia, affiliated with SHEAVLY FINANCIAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Introduction

Speak with Karrie

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Karrie is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

SHEAVLY FINANCIAL GROUP, INC.

AUM

$30M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SHEAVLY FINANCIAL GROUP, INC. →

Services

Portfolio management (individuals)

Selection of other advisers

Other

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 4434530

Firm CRD# 157164

View on FINRA BrokerCheck →

Looking for a financial advisor in VIRGINIA BEACH?

Browse all registered financial advisors in VIRGINIA BEACH, Virginia or claim this profile if it's yours.

Browse VIRGINIA BEACH Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Karrie Ann Thomas offer?

Karrie Ann Thomas specializes in Investment Management, Wealth Management. Contact their office in VIRGINIA BEACH, Virginia for a consultation.

What are Karrie Ann Thomas's credentials?

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

Where is Karrie Ann Thomas located?

Karrie Ann Thomas is based in VIRGINIA BEACH, Virginia, working with SHEAVLY FINANCIAL GROUP, INC.. Their office serves clients in the VIRGINIA BEACH metropolitan area and surrounding communities.

How does Karrie Ann Thomas charge for services?

Karrie Ann Thomas's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SHEAVLY FINANCIAL GROUP, INC.?

SHEAVLY FINANCIAL GROUP, INC. has approximately 1 employees and manages $30M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →