Lincoln Investment
43yrs
Top advisor by experience in Monroe
7yrs
Benjamin Thomas
Financial advisor at Truist Advisory Services
Based in Monroe, North Carolina, Benjamin Thomas is a fiduciary financial advisor with 7 years of industry experience. Benjamin has been with Truist Advisory Services since 2025; before that, Benjamin spent three years at Wells Fargo Advisors. Truist Advisory Services offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 32 advisors with offices in Monroe, and one of 31 fiduciaries.
At a glance
Experience7 years (since 2020)
How that compares ?7 years in the industry
Office512 N Hayne St, Monroe, NC 28110
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$560,278
Advisors at the firm1,970
States licensed ?1 state
Services through Truist Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publicationsOther services
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
- Jul 2025 – nowTruist Advisory Services, Inc.Current firm
- 2022 – 2025Wells Fargo Clearing Services, LLCPreviously
Questions to ask Benjamin
Tailored to Benjamin’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 Benjamin
How do I contact Benjamin?
Call Truist Advisory Services at 800-874-4770 and ask for Benjamin Thomas. Benjamin works from the Monroe, NC office.
How long has Benjamin been a financial advisor?
Benjamin has been in the industry since 2020, about 7 years. 7 years in the industry.
What licenses does Benjamin hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Benjamin a fiduciary?
Benjamin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Benjamin paid?
Truist Advisory Services reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Benjamin 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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