Gary Michael Thomas

Employer firm

Gt Financial, Ltd., L.l.c. CRD 117096

$49.7M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• CONSULTING SERVICES CONCERNING EDUCATION EXPENSES, CLIENT INSURANCE PORTFOLIO TAX PLANNING ANALYSIS AND ESTATE PLANNING ANALYSIS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2000 → Present
  Gt Financial, Ltd., L.L.C.
  Mandeville, LA
• 01/1991 → Present
  Gary M. Thomas, Cpa, Pc
  Mandeville, LA

Other Businesses

GARY THOMAS, THE ONLY SHAREHOLDER OF GT FINANCIAL, LTD, L.L.C., IS ALSO THE OWNER OF GARY M. THOMAS, CPA P.C., A PUBLIC ACCOUNTING FIRM. THE TWO ENTITIES SHARE THE SAME OFFICE. MR. THOMAS DIVIDES HIS TIME AS NECESSARY BETWEEN THE TWO BUSINESSES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-11-16

Designations

• Personal Financial Specialist

Other Names

• Gary M Thomas