Kent Thomson, financial advisor Chandler AZ
88 score

Kent Thomson

CRD Number: 6391463
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Kent Thomson (CRD# 6391463) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chandler, AZ and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler, AZ Sep 2014 - Current 2
Bank Of America, N.a. Chandler, AZ Sep 2014 - Current 2
Buttes Marriott Resort Tempe, AZ Oct 2012 - Aug 2014 1
Smart Move Insurance Scottsdale, AZ Jan 2014 - Jul 2014 < 1
St. Joseph's Seminary College Covington, LA Jan 2012 - Sep 2012 < 1
Foundry On The Bayou Thibodaux, LA Jun 2011 - Jan 2012 < 1
St. Vincent De Paul Parish Phoenix, AZ Aug 2010 - Apr 2011 < 1
Buttes Marriott Resort Tempe, AZ Jan 2010 - Aug 2010 < 1
Desert Sands Golf Course Mesa, AZ Oct 2009 - Jan 2010 < 1
Hilton Garden Inn Phoenix, AZ Oct 2008 - Oct 2009 1
Hilton Phoenix East Mesa Mesa, AZ Jul 2006 - Jul 2008 2
Mesa High School Mesa, AZ Aug 2003 - May 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Kent A. Thomson
Phone Number: 800-637-7455
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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