Robert Thompson (CRD# 5818939) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Easley, SC and has over 7 years of experience in the finance industry.
CRD# 5253310
Boundless Financial
CRD# 6714168
Edward Jones
CRD# 4456936
Apex Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Belpointe Asset Management, LLC | Phoenix, AZ | Jul 2018 - Current | 5 |
| Robert G Thompson, Cpa | Greenville, SC | Oct 2004 - Current | 19 |
| Williams Financial Management | Bennington, VT | Sep 2016 - Jul 2018 | 1 |
| Invest Financial Corporation | Greenville, SC | Sep 2010 - Sep 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2016 |
- SC
-
Total Assets Under Management4,300MILLIONS
-
Total Number of Accounts22,446ACCOUNTS
-
Average Account Value$191,571
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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