Matthew Ryan Thomas
Advisor at Kovack Advisors, inc. — Adel, GA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
19 years
Location
Adel, GA 31620
Kovack Advisors, inc.
Multi-team
Matthew Thomas is a financial advisor with Kovack Advisors, Inc. in Adel, Georgia, holding a Series 66 designation and 18 years of industry experience. His career includes roles at VOYA Financial Advisors and Cetera Advisor Networks, among others. Outside of finance, he is actively involved in Christian ministry, serving as a minister. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension and profit-sharing plans, and banking institutions. The firm offers discretionary and non-discretionary asset management, third-party manager recommendations, and financial planning, focusing on diversified asset-class exposure primarily through mutual funds and ETFs.
Based on Kovack Advisors, inc.
Based on Kovack Advisors, inc.
Fixed fees for financial planning services negotiated per engagement; initial consultations and plan updates may have fixed fees.
Negotiable up to 2.90% annually (can be flat percentage, tiered schedule, or other break points as agreed)
Clients may pay commissions on securities transactions when IARs are Registered Representatives of affiliated broker-dealer KSI; includes 12b-1 fees for mutual funds, insurance commissions, and other related compensation separate from advisory fees.
Hourly financial planning fees up to $350 per hour maximum (negotiable).
Account minimum: $10,000 to $100,000 (minimums generally range in this interval and can be waived; varies by account option)
Adel, GA
102 North Hutchinson Avenue
Adel GA 31620
Advisors at this office
1
Georgia
19 years of industry experience
Kovack Securities, Inc.
2022 - Present • 4 years
Fort Lauderdale, FL
Kovack Advisors, Inc.
2022 - Present • 4 years
Fort Lauderdale, FL
Living Stone Financial, LLC
2022 - Present • 4 years
Adel, GA
Cetera Advisor Networks Llc
2021 - 2022 • 1 year
El Segundo, CA
VOYA Financial Advisors
2014 - 2021 • 7 years
Adel, GA
Matthew Thomas
2010 - Present • 16 years
Adel, GA
South Georgia Administrative Services LLC
2008 - Present • 18 years
Adel, GA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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