Shane Paul Thomas
Investment adviser representative at Smedley Financial Services Inc
23 yearsExperience
1 stateRegistered in
$396.7MFirm assets
44 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- Osaic Wealth, Inc.Jun 2024 to now
- Smedley Financial Services, Inc.Jun 2005 to now
- Securities America, Inc.Sep 2003 to now
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (UT).
Smedley Financial Services Inc
$396.7MAssets managed
855Clients
6Advisers
44 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
- 4707101
- Firm CRD
- 110870