Ian ThompsonCRD Number: 6975854
Current Firm: Alliancebernstein LP
Ian Thompson (CRD# 6975854) is an Investment Advisor Representative working at Alliancebernstein LP in Chicago, IL and has over 4 years of experience in the finance industry.
Sequoia Wealth Management, LLC
Hightower Advisors, LLC
Highpoint Planning Partners
|Alliance Bernstein||Chicago, IL||Nov 2020 - Current||2|
|Schwab Private Client Investment Advisory, Inc.||Indianapolis, IN||Jul 2020 - Current||2|
|Charles Schwab & Company, Inc.||Indianapolis, IN||Jun 2018 - Current||4|
|Iowa State University||Ames, IA||Sep 2017 - May 2018||< 1|
|Thomson Reuters||Minneapolis, MN||Jun 2017 - Aug 2017||< 1|
|Benedictine University||Lisle, IL||Sep 2016 - May 2017||< 1|
|William V Mac Gill & Co||Lombard, IL||Jul 2016 - Aug 2016||< 1|
|St. Francis High School||Wheaton, IL||Jan 2016 - Jun 2016||< 1|
|Buffalo Wild Wings||Warrenville, IL||Apr 2015 - Dec 2015||< 1|
|Jimmy John's||Downers Grove, IL||May 2014 - Nov 2015||1|
|St. Francis High School||Wheaton, IL||Aug 2010 - May 2014||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2019|
|S66||NASAA Uniform Combined State Law Examination||Mar 2020|
Total Assets Under Management721,781MILLIONS
Total Number of Accounts49,955ACCOUNTS
Average Account Value$14,448,624
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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
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