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Perfil
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.
Antiguos cargos conocidos de Brian Thornton.
| Empresas | Cargo | 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 |
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| Empresas privadas | 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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