Henry Thompson, financial advisor Hickory NC
93 score

Henry Thompson

CRD Number: 3052046
Current Firm: Cambridge Investment Research Advisors, Inc.

Henry Thompson (CRD# 3052046) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Hickory, NC and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Feb 2016 - Current < 1
Cambridge Investment Research Advisors, Inc. Fairfield, IA Feb 2016 - Current < 1
Capital Concepts Hickory, NC Jan 2004 - Current 12
Ameritas Investment Corp. Lincoln, NE Jun 2006 - Feb 2016 9
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2014
S63 Uniform Securities State Law Examination Jul 1998
Contact Info for Henry L. Thompson
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Market timing services
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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