Thoms and Associates

Advisors

Brian Thoms

Brian Thoms

CFP®, BFA, CRPC®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
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Team

Crystal Rivers

Crystal Rivers

Client Service Specialist,

Qualifications

  • Series 7, 66, Life Health and Annuities

Roles & Responsibilities

  • Account Inquiries
  • Money transfers/trades
  • Scheduling assistance
  • Client and account maintenance
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