Terry W. Thomason

REPLICA WEALTH ADVISORS

Colorado Springs, CO 80920

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CRD#: 5833042

Professional summary

Terry Wayne Thomason is a registered financial advisor currently at REPLICA WEALTH ADVISORS INC located in Colorado Springs, Colorado.

Terry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Terry has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

T. Thomason Sole-Proprietor DBA Mountain Range Insurance Advisors; Investment Related; 1155 Kelly Johnson Blvd, Ste 111, Colorado Springs, CO 80920; Insurance Products and Services; Insurance Agent; Start date 01/2008; 60hrs/60hrs; Life Insurance, Medicare, Long-term Care and Annuity sales

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terry Wayne Thomason'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

September 26, 2019 - Present

REPLICA WEALTH ADVISORS INC

Office #1: 1155 Kelly Johnson Blvd, Colorado Springs, CO 80920

RIA

CRD#: 304902

Colorado Springs, CO

Past

August 27, 2014 - September 3, 2019

GRADIENT ADVISORS, LLC

RIA

CRD#: 152665

COLORADO SPRINGS, CO

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

Colorado
(9/26/2019)

IAR

Texas
(12/11/2019)

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

State Security Law Exam

IAR

Series 65

Date: 7/11/2014

Uniform Investment Adviser Law Examination

Current Firm

REPLICA WEALTH ADVISORS INC

CRD#: 304902 / SEC#:

Colorado

Registered Investment Advisory firm - (9/26/2019 Approved)

Texas

Registered Investment Advisory firm - (12/11/2019 Conditional Restricted)

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Contact information

Main Address

1155 Kelly Johnson Blvd Suite 111, Colorado Springs, CO 80920

Mailing Address

Phone number

(719) 381-1714

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	19
AUM (Assets Under Management)	$ 2,460,000

Red Flags

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

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Terry W. Thomason

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terry Wayne Thomason's CRS (Customer Relationship Summary).

Certified licenses

Experience

REPLICA WEALTH ADVISORS INC

GRADIENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/11/2014

Current Firm

REPLICA WEALTH ADVISORS INC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

REPLICA WEALTH ADVISORS INC

TRUST BUT VERIFY

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