LPL Financial
47yrs
Top advisor by experience in Winter Park
6yrs
Thomas Bounds
Financial advisor at Primerica Advisors
Thomas Bounds is a fiduciary financial advisor in Winter Park, Florida, with 6 years in the industry. Thomas joined Primerica Advisors in 2026, a firm offering investment management. The firm is paid through a percentage of assets.
One of 496 advisors with offices in Winter Park, and one of 453 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office480 N Orlando Ave Suite 236-A, Winter Park, FL 32789
How the firm is paid ?Percent of assets
Typical client at the firm ?$228,117
Advisors at the firm3,998
States licensed ?1 state
Services through Primerica Advisors
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Feb 2026 – nowPFS Investments Inc.Current firm
- 2021 – 2025PFS Investments Inc.Previously
Contact Thomas
(833) 786-0550Firm headquarters in Duluth, GA. Ask for Thomas. 480 N Orlando Ave Suite 236-AWinter Park, FL 32789Office · Get directions X (Twitter) pagePrimerica Advisors
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Questions to ask Thomas
Tailored to Thomas’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Thomas
How do I contact Thomas?
Call Primerica Advisors at (833) 786-0550 and ask for Thomas Bounds. Thomas works from the Winter Park, FL office.
How long has Thomas been a financial advisor?
Thomas has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Thomas hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Thomas a fiduciary?
Thomas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Thomas paid?
Primerica Advisors reports being paid by a percentage of the assets they manage. Ask Thomas for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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