Charles H. Thomas
INTREPID EAGLE FINANCE LLC
Clover, SC
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CRD#: 4997969
Professional summary
Charles H Thomas, CFP®, who also goes by Charles H Thomas III, Charles Hubert Thomas III, Charles Hubert Thomas, Charles Thomas Iii, Charles Thomas, is a registered financial advisor currently at INTREPID EAGLE FINANCE LLC located in Clover, South Carolina.
Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Charles has worked at 2 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Biography
My name is Charles Thomas. I am a Certified Financial Planner® and founder of Intrepid Eagle Finance. We work with Christian families on their journey to financial freedom.
The first time I ever taught someone about finance was on a school trip to a roller skating rink when I was in the fifth grade. I spent the bus ride teaching a classmate about the value of saving. My career has been spent around the same basic premise: help others to be wise with their finances.
I have been working with people and their money for over 14 years of my career. I have had experience at global financial firms in a wide variety of roles. This diverse experience has included everything from helping people who just received their first paycheck to counseling millionaires in the financial crisis to helping large corporations provide retirement plans for their employees.
I started Intrepid Eagle Finance to serve a community I believe has unique needs. Christian families face the challenge of balancing the needs of Mom and Dad, children, work, church and other things craving resources. The financial component of this difficult balancing act can be stressful to harmonize for this kind of family. How do I know this? My family is part of this group too! I help families to find financial freedom while honoring what is important for today, tomorrow, and the future.
Click here to learn more about what Intrepid Eagle Finance can do to help your family
Question & Answer
What are your service offerings?
Budgeting
Health Care
Estate Planning
Tax Planning
Debt Management
Comprehensive Financial Planni...
Retirement Planning
Education Planning
Investment Planning
Insurance Planning
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
Fixed Fee (Subscription, Retai...
Generation X
Middle Income Client Needs
Millennials
Novice Investors
Are you a "fiduciary"?
Yes
Aliases
Charles H Thomas Iii | Charles Hubert Thomas Iii | Charles Hubert Thomas | Charles Thomas Iii | Charles 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.
CRS (Client Relationship Summary) - RIA
Click below to view Charles H 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®
CFP®
Start date: 2011
Experience
Current
October 4, 2019 - Present
INTREPID EAGLE FINANCE LLC
RIA
CRD#: 305183
Clover, SC
Past
August 5, 2005 - October 31, 2016
VANGUARD MARKETING CORPORATION
BD
CRD#: 7452
CHARLOTTE, NC
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
South Carolina(10/4/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
INTREPID EAGLE FINANCE LLC
INTREPID EAGLE FINANCE LLC
CRD#: 305183 / SEC#:
South Carolina
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Contact information
Main Address
Clover, SC
Mailing Address
168 Highway 274 #306, Clover, SC 29710
Phone number
(803) 653-8500
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 47 |
| AUM (Assets Under Management) | $ 4,984,019 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
