Anne Thompson (CRD# 6496376) is an Investment Advisor Representative working at Ballentine Capital Advisors, Inc. in Greenville, SC and has over 8 years of experience in the finance industry.
CRD# 5253310
Boundless Financial
CRD# 4456936
Apex Capital Management LLC
CRD# 6162753
Brookstone Wealth Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Ballentine Capital Advisors, Inc. | Greenville, SC | Mar 2023 - Current | 1 |
Tel Alt, LLC | Greer, SC | Feb 2010 - Current | 14 |
Charles Schwab & Company, Inc. | Greenville, SC | May 2019 - Mar 2023 | 3 |
Charles Schwab Bank, Ssb | Greenville, SC | May 2019 - Mar 2023 | 3 |
Bank Of America, N.a. | Greenville, SC | Oct 2015 - Mar 2019 | 3 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greenville, SC | May 2015 - Mar 2019 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2015 |
- SC
-
Total Assets Under Management232MILLIONS
-
Total Number of Accounts1,169ACCOUNTS
-
Average Account Value$198,354
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, NC, SC, TN, TX
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