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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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GT

Gary M. Thomas

GT FINANCIAL, LTD., L.L.C.
MANDEVILLE, LA 70471
Some features on this profile are disabled
CRD#: 4472550
GT

Professional summary

Gary Michael Thomas, who also goes by Gary M Thomas, is a registered financial advisor currently at GT FINANCIAL, LTD., L.L.C. located in Mandeville, Louisiana.

Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Gary has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Gary M Thomas

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Michael Thomas's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 5, 2009 - Present

GT FINANCIAL, LTD., L.L.C.

Office #1: #2 Sanctuary Boulevard Suite 304, Mandeville, LA 70471
RIA
CRD#: 117096
MANDEVILLE, LA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Louisiana
(8/5/2009)
IAR
Texas
(1/30/2012)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/16/2000
Uniform Investment Adviser Law Examination

Current Firm

GF
GT FINANCIAL, LTD., L.L.C.
GT FINANCIAL, LTD., L.L.C.

CRD#: 117096 / SEC#:

Louisiana
Registered Investment Advisory firm - (2/13/2001 Approved)
Texas
Registered Investment Advisory firm - (1/30/2012 Conditional Restricted)
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Contact information

Main Address
#2 Sanctuary Boulevard Suite 304, Mandeville, LA 70471
Mailing Address
Phone number
(985) 674-1701
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts35
AUM (Assets Under Management)$ 49,699,130

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

GT FINANCIAL, LTD., L.L.C.

CRD#: 117096Mandeville, LA 70471

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