Richard Jeffrey Thomas
Investment adviser representative at Perigon Wealth Management, LLC
25 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$11.3BFirm assets
Are you Richard Jeffrey Thomas? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
25 years in the industry.
- Purshe Kaplan Sterling Investments, Inc.May 2022 to now
- Perigon Wealth Management, LLCApr 2022 to now
- Sagepoint Financial, Inc.Jan 2017 to Apr 2022
- First Allied Advisory Services, Inc.Jul 2012 to Jan 2017
- First Allied SecuritiesFeb 2009 to Jan 2017
- Greenville Financial Group, LLCJun 2001 to Apr 2022
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 1 state (DE).
Perigon Wealth Management, LLC
$11.3BAssets managed
5,664Clients
92Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2511190
- Firm CRD
- 131037