Annette Thompson, financial advisor Crookston MN
93 score

Annette Thompson

CRD Number: 4496346
Current Firm: Raymond James Financial Services Advisors, Inc.

Annette Thompson (CRD# 4496346) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Crookston, MN and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Prudential Crookston, MN Dec 2012 - Current 4
Insurance-non Variable Crookston, MN Oct 2012 - Current 4
Raymond James Financial Services, Inc. Crookston, MN Oct 2012 - Current 4
Raymond James Financial Services Advisors Inc. Crookston, MN Oct 2012 - Current 4
Bremer Bank Crookston, MN Oct 2012 - Current 4
Northwestern Mutual Investment Services, LLC Grand Forks, ND Jul 2001 - Oct 2012 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2014
S63 Uniform Securities State Law Examination Mar 2002
Contact Info for Annette K. Thompson
Phone Number: 727-567-5877
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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