Adam Thompson, financial advisor Dallas TX
88 score

Adam Thompson

CRD Number: 6293206
Current Firm: Securian Financial Services, Inc.

Adam Thompson (CRD# 6293206) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Dallas, TX and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Securian Financial Services Inc. St Paul, MN Feb 2014 - Current 2
Minnesota Life Insurance Co St Paul, MN Feb 2014 - Current 2
Martin Financial Group Dallas, TX Feb 2014 - Current 2
Texas A&m University College Station, TX Aug 2013 - Current 3
Securian Financial Services Inc. St Paul, MN Jan 2014 - Feb 2014 < 1
Martin Financial Group Dallas, TX Jan 2014 - Feb 2014 < 1
Rwt Land Services, LLC White Oak, TX May 2013 - Aug 2013 < 1
Texas A&m University College Station, TX Jul 2012 - May 2013 < 1
Antlerworx, Inc. White Oak, TX Jun 2012 - Jul 2012 < 1
Texas A&m University College Station, TX Aug 2011 - May 2012 < 1
Rwt Land Services, LLC White Oak, TX May 2011 - Aug 2011 < 1
Kilgore Junior College Kilgore, TX Aug 2010 - May 2011 < 1
Rwt Land Services, LLC White Oak, TX May 2010 - Aug 2010 < 1
Student White Oak, TX Aug 2009 - May 2010 < 1
Thompson Builders, LLC White Oak, TX May 2007 - Aug 2009 2
Student White Oak, TX Jan 2004 - May 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Adam R. Thompson
Phone Number: 651-665-5609
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    6,627
    MILLIONS
  • Total Number of Accounts
    29,442
    ACCOUNTS
  • Average Account Value
    $225,095
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
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, RI, SC, SD, TN, TX, UT, VA, 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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