Bruce ThompsonCRD Number: 1191893
Current Firm: Thompson Wealth Management, Ltd.
Bruce Thompson (CRD# 1191893) is an Investment Advisor Representative working at Thompson Wealth Management, Ltd. in Concord, MA and has over 38 years of experience in the finance industry.
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
Claybrook Capital, LLC
|Thompson Wealth Management, Ltd.||Concord, MA||May 1998 - Current||23|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1983|
Total Assets Under Management310MILLIONS
Total Number of Accounts525ACCOUNTS
Average Account Value$590,543
- 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
CT, MA, NH
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