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Barry Everett Thomason

18 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & Coaching
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
132 advisors
Number of Clients
1,750 clients
Average Client Portfolio
$172K average
Assets Under Management
$301.5M

Fee Structure

Minimum Investment:$15K
Financial Planning:Investment management only
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Location

6020 East Fulton, Ada, MI, 49301

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Barry is involved in life, health, and disability insurance sales and servicing policies through Thomason Financial Group since 2007. He dedicates a few hours per week to this activity during trading hours.

Employment History
Current Registrations
USA Financial Securities LLCBroker
January 2017 - Present · 9 yrs 1 mo
USA Financial Securities Corporation
January 2017 - Present · 9 yrs 1 mo
Previous Registrations
Ameritas Investment CORP
March 2013 - February 2017 · 3 yrs 11 mos
Ameritas Investment CORP.Broker
March 2013 - February 2017 · 3 yrs 11 mos
MML Investors Services, LLCBroker
July 2010 - March 2013 · 2 yrs 8 mos
Nylife Securities LLCBroker
February 2007 - July 2010 · 3 yrs 5 mos
State Registrations8 states
AZCACOIDTNTXUTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.