Drew Thompson, financial advisor Gainesville FL
68 score

Drew Thompson

CRD Number: 4585426
Current Firm: Valic Financial Advisors, Inc.

Drew Thompson (CRD# 4585426) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Gainesville, FL and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Valic Financial Advisors, Inc. Gainesville, FL Apr 2014 - Current 2
Bank Of America, Na Jacksonville, FL Jul 2010 - Mar 2014 3
Merrill Lynch Jacksonville, FL Jun 2010 - Mar 2014 3
Jefferson Pilot Securities Jacksonville, FL Jan 2008 - Jun 2010 2
Capital Analysts Incorporated Radnor, PA Jun 2005 - Jan 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2010
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Drew E. Thompson
Phone Number: 866-544-4968
Firm Website: http://www.valic.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    22,665
    MILLIONS
  • Total Number of Accounts
    866,312
    ACCOUNTS
  • Average Account Value
    $26,163
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
68

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