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Ricardo D. Thomas, ChFEBC, RFC®

About Our Company

THOMAS-WADDELL & Associates seeks to provide its clients effective asset management that is essential to their financial success. In this day and age of computer information systems, global markets, and a vast number of investment alternatives, it is easy for investors to become overwhelmed in an attempt to make prudent investment choices. 

Since its inception in 1987, THOMAS-WADDELL & Associates recognized that today's investors require sophisticated planning and innovative financial strategies to work towards their financial goals and effectively fulfill their needs in today's changing environment. 

OBJECTIVE
We at THOMAS-WADDELL & Associates have created a range of high-quality financial management services for individual clients. THOMAS-WADDELL & Associates is dedicated to helping you accomplish your financial goals.
Advisory Team
Ricardo D. Thomas is a graduate of Loyola University where he earned a Bachelors of Business Administration degree in Finance. He is a Registered Financial Consultant and Chartered Federal Employee Benefit Consultant.

He has been a practicing financial consultant for over 33 years. He is a former instructor at Delgado Community College where he taught for 10 years several financial-related courses he developed. He also taught at the University of New Orleans as a part of their Project Pass program. His work in the area of personal finance has been featured in the Times-Picayune, New Orleans CityBusiness, New Orleans Tribune, Barnes & Noble bookstore as well as other publications across the country.

Mr. Thomas is also a member of several professional organizations including the International Association of Registered Financial Consultants. Active in the community, he is a board member for Goodwill Industries of Southeastern Louisiana and the Urban League of Louisiana.

Over the years, he has made numerous presentations on radio, television, and newspaper pertaining to a variety of fnancial topics. He is also the recipient of many awards including "Outstanding Young Men in America", "Who's Who among U.S. Executives", "Who's Who in Finance and Industry", the "2001 Power Generation Award" and the "2013 and 2014 5-Star Professional in Financial Planning Award." This award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list 2013, 2014 Five Star Wealth Managers

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DISCLOSURE

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor,  member  FINRA / SIPC. THOMAS-WADDELL & Associates and LPL Financial are separate and unrelated companies.

Third party posts found on this website do not reflect the views of  LPL Financial and have not been reviewed by LPL Financial for accuracy or completeness.

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

Important Consumer Information:


This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;

1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.

2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.



This communication is strictly intended for individuals residing in the state(s) of CA, FL, GA, LA, MD, MS, NM, TX and VA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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