Alan Thomson, financial advisor Denver CO

Alan Thomson

CRD Number: 3020755
Current Firm: Mercer Global Advisors Inc.
Compensation Model: Fee Only
Alan Thomson (CRD# 3020755) is an Investment Advisor Representative working at Terra Firma Financial LLC in Alpharetta, GA and has over 18 years of experience in the finance industry. Alan Thomson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
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Professional Designations
Company Name Location Dates Years
Mercer Global Advisors Inc. Atlanta, GA Dec 2022 - Current 1
Resource Planning Group, Ltd. Atlanta, GA Sep 2017 - Nov 2022 5
Terra Firma Financial LLC Johns Creek, GA Feb 2010 - Dec 2019 9
Centurion Advisory Group, Inc. Atlanta, GA Aug 2016 - Jan 2017 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2005
S65 NASAA Investment Advisors Law Examination Mar 1998
Contact Info for Alan D. Thomson
Phone Number: 888-565-1681
Registered State(s):
  • GA
  • LA
  • TX
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