Charles H Thomas
CFP®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...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Cashflow & Budgeting
- Health Care & Long-Term Care Planning
- Estate & Legacy Planning
- Tax Planning
- Financial Planning
- Retirement Planning
- Education Funding
- Investment Management
- Risk Management & Insurance
Specializations
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...
Other Aliases
Charles H Thomas Iii, Charles Hubert Thomas Iii, Charles Hubert Thomas, Charles Thomas Iii, Charles Thomas
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
21 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
INTREPID EAGLE FINANCE LLC
Contact Information
Main Address
Clover, SCMailing Address
168 Highway 274 #306, Clover, SC 29710Phone Number
(803) 653-8500# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
49AUM (Assets Under Management)
$5,920,619Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(10/4/2019)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 2005About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Charles H Thomas's CRS (Customer Relationship Summary).
Services Offered by Charles
- Cashflow & Budgeting
- Health Care & Long-Term Care Planning
- Estate & Legacy Planning
- Tax Planning
- Financial Planning
- Retirement Planning
- Education Funding
- Investment Management
- Risk Management & Insurance
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