Craig W Thomas
Investment adviser representative at Ifc Advisors LLC
13 yearsExperience
1 stateRegistered in
$2.3BFirm assets
2 yearsFirm in business
Are you Craig W 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Ifc Advisors LLCNov 2024 to now
- Wells Fargo Clearing Services, LLCJul 2023 to Oct 2024
- Self-employed Securities TraderJul 2013 to Jul 2023
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
Ifc Advisors LLC
$2.3BAssets managed
393Clients
9Advisers
2 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
- 6099611
- Firm CRD
- 332157