Last updated: 3 Oct 24 05:32:49 (UTC)

Michael's Business Achievements & Accomplishments

“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




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


Parsonex

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

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$50,000 Income watch


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$100,000 and $200,000 income rings


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Branch President


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Franchise.webp

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2016 MVP.webp

2014 Branch Production and Cash Flow.webp

2013 MVP.webp

2011 LAC.webp

2010-07-27 14.50.16.webp

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Capital Choice

2007 Capital Choice Rookie of the Year.webp


Capital Choice 2007 National Marketing Directo.webp


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 Insurance
  • 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.


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