Merrill
47yrs
Top advisor by experience in Cincinnati
23yrs
Based in Cincinnati, Ohio, Thomas Nead is a financial advisor with 23 years of industry experience. Thomas has been with Primerica Advisors since 2018. Primerica Advisors offers investment management and is paid through a percentage of assets.
At a glance
Experience23 years (since 2003)
How that compares ?More experience than 69% of advisors in Ohio
Office4010 Executive Park Dr Suite 320, Cincinnati, OH 45241
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.
Series 63Uniform Securities Agent State Law Examination
Career
- 2018 – nowPFS Investments Inc.Current firm
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
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About Thomas
How do I contact Thomas?
Call Primerica Advisors at 833-786-0550 and ask for Thomas Nead. Thomas works from the Cincinnati, OH office.
How long has Thomas been a financial advisor?
Thomas has been in the industry since 2003, about 23 years. More experience than 69% of advisors in Ohio.
What licenses does Thomas hold?
Series 63. Tap any license on this page to see what it allows.
Is Thomas a fiduciary?
Thomas is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
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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