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Brandon Thomas

Advisor at FIFTH THIRD SECURITIES, Inc.

Updated today

Location

Shelby, NC 28150

Credentials

Series 66

Industry experience

6 years

About

Brandon Thomas is a financial advisor at Fifth Third Securities, Inc. based in Charlotte, NC, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Edward Jones and Ameriprise. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank to offer a platform featuring multiple discretionary managed-account options, direct indexing, and tax-overlay services.

Client services

Based on FIFTH THIRD SECURITIES, Inc.

Financial planning Portfolio management Selection of other advisers Sponsor wrap fee program

Expertise

Based on FIFTH THIRD SECURITIES, Inc.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning

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Fee options

Percentage

$0 - $250,000: 1.50% $250,001 - $500,000: 1.35% $500,001 - $750,000: 1.25% $750,001 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 1.00% $2,000,001+: 0.80%

Other

Account minimum: $10,000 (Passageway Focus Program minimum; other programs range from $50,000 to $100,000)

Location

316 S Lafayette St

Shelby, NC 28150

Most active in

North Carolina

Work history

Fifth Third Securities

2022 - Present (4 years)

Fifth Third Bank

2022 - Present (4 years)

Edward Jones

2019 - 2022 (3 years)

Unemployed

2019 - 2019 (1 year)

Ameriprise

2018 - 2018 (1 year)

Mutual Inc

2018 - 2018 (1 year)

Port Jefferson Cinema

2016 - 2017 (1 year)

High Point University

2015 - 2019 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Shelby, NC

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General retirement planning Income planning General tax planning Wealth management Founder/Business Owner
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Annuities Life insurance needs analysis Tax-loss harvesting Attorney
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