“My business should provide an income stream that works without me. Additionally, it should be pleasurable to work in the business. To train and develop active advisors and help them obtain their business goals. I strive to be a High-Performance Professional.”

Table-of-Contents

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Miscellaneous

• Securities licenses: 6, 26, 63, 65. Life/Health insurance license.
• Public Speaker and former Area Governor of Toastmasters (Santa Ana, CA)
• For over three decades I’ve trained part-time/full-time financial advisors, and helped develop 2 $200k-earners, 10 $100k-earners, 16 part-time $50k-earners and built a $1.6M annual revenue business.
• Accolades and Thank You Notes from Clients and Advisors I’ve Trained

Innovation Partners, LLC

• Top 50 Advisor with Innovation Partners (2022).

Parsonex

• #1 organization leader in revenue & recruiting of Parsonex Securities (2008 - 2020)

$50,000 Income watch

$100,000 and $200,000 income rings

Branch President

Capital Choice

A.L. Williams / Primerica

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MY CONTACT INFORMATION

Michael Paulding Thomas

• Celebrating 34 years in the industry
• Investment Advisor • Securities Principal
• Series 6, 26, 63, 65 • Life
• Mutual Funds • IRAs (Roth, Traditional, SEP, Simple, Minor-IRAs) • 529 College Plans • UTMA minor accounts • ABLE accounts • Variable Annuities • 401k Plans • Term Life Insurance • Living Trusts, Land Trusts, LLC’s.

• [email protected]
• 714.602.3192
• Client web site
• Advisor web site
• LinkedIn

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^{Securities offered through Innovation Partners, LLC. Member FINRA/SIPC}