Bolling Thompson, financial advisor Dalton GA
93 score

Bolling Thompson

CRD Number: 1384873
Current Firm: On Investment Management Co

Bolling Thompson (CRD# 1384873) is an Investment Advisor Representative working at On Investment Management Co in Dalton, GA and has over 31 years of experience in the finance industry.

Similar Advisors
David Wattenbarger, financial advisor Dalton GA
David R. Wattenbarger
CRD# 4183339
Drw Financial
Score
103
Similar Advisors
Jay Brooks, financial advisor Dalton GA
Jay W. Brooks
CRD# 4343684
Brooks, Moore & Associates, Inc.
Score
98
Similar Advisors
Lonnie Jones, financial advisor Dalton GA
Lonnie E. Jones
CRD# 4242779
Edward Jones
Score
98
Company Name Location Dates Years
The O.n. Equity Sales Company Cincinnati, OH Dec 1989 - Current 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1985
S65 NASAA Investment Advisors Law Examination Oct 1998
Contact Info for Bolling B. Thompson
Phone Number: 855-262-0913
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    832
    MILLIONS
  • Total Number of Accounts
    6,888
    ACCOUNTS
  • Average Account Value
    $120,767
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
  • Selection of other advisers (including private fund managers)
  • 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, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.