![Brian Thornton](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Thornton is a graduate of the University of South Florida where he earned a Bachelor of Arts in Communications.
Brian is a CERTIFIED FINANCIAL PLANNER® practitioner and also an Accredited Investment Fiduciary (AIF®).
He is a member of the Financial Planning Association and is also a member of the Investor Solutions Investment Committee.
Mr. Thornton has volunteered in the past with the United Way as a Campaign Manager at his prior firm and is involved in Reclaiming Our Heritage, which is a non-profit historical organization in Tampa, FL.
Mr, Thornton's previous experience includes serving as a retirement specialist at T.
Rowe Price and as a Financial Advisor at both American Express and Raymond James.
Mr. Thornton joined Investor Solutions, Inc. in 2007.
Anciens postes connus de Brian Thornton
| Sociétés | Poste | Fin |
|---|---|---|
Managed Account Services, Inc.
 Managed Account Services, Inc. Investment ManagersFinance Investor Solutions seeks first to evaluate a client’s financial situation prior to managing their investments. The firm then designs and implements an investment plan aimed at achieving a client’s financial objectives. They primarily allocate client assets among various institutional index funds and exchange-traded funds (ETFs). Investor Solutions aims to manage risk through diversification and purchases securities with the intent to hold long-term. | Corporate Officer/Principal | 01/07/2008 |
Expériences
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Entreprise privées
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5
Relations au 1er degré
1
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Managed Account Services, Inc.
Managed Account Services, Inc. Investment ManagersFinance Investor Solutions seeks first to evaluate a client’s financial situation prior to managing their investments. The firm then designs and implements an investment plan aimed at achieving a client’s financial objectives. They primarily allocate client assets among various institutional index funds and exchange-traded funds (ETFs). Investor Solutions aims to manage risk through diversification and purchases securities with the intent to hold long-term. | Finance |
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