Andrew Thompson, financial advisor Denver CO
90 score

Andrew Thompson

CRD Number: 5999459
Current Firm: Personal Capital Advisors Corporation

Andrew Thompson (CRD# 5999459) is an Investment Advisor Representative working at Personal Capital Advisors Corporation in Denver, CO and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Personal Capital Advisors San Francisco, CA May 2013 - Current 3
Bank Of America, N.a. Oakland, CA Mar 2012 - May 2013 1
Merrill Lynch Oakland, CA Feb 2012 - May 2013 1
Mass Mutual Life Insurance Company San Francisco, CA Nov 2011 - Feb 2012 < 1
Mml Investors Services San Francisco, CA Nov 2011 - Feb 2012 < 1
Wells Fargo Bank San Francisco, CA Nov 2009 - Nov 2011 2
Northwestern University Evanston, IL Jul 2005 - Nov 2009 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2012
S65 NASAA Investment Advisors Law Examination May 2012
Contact Info for Andrew C. Thompson
Phone Number: 415-800-5922
Registered State(s):
  • CA
  • TX
  • CO
By the Numbers
  • Total Assets Under Management
    2,128
    MILLIONS
  • Total Number of Accounts
    16,906
    ACCOUNTS
  • Average Account Value
    $125,900
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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, 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
90
Clean Record
This advisor has a clean track record with regulators.

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