Paul Thompson, financial advisor Houston TX

Paul Thompson

CRD Number: 1334491
Current Firm: Ascension Capital Advisors, Inc.

Paul Thompson (CRD# 1334491) is an Investment Advisor Representative working at Ascension Capital Advisors, Inc. in Houston, TX and has over 39 years of experience in the finance industry.

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Nxt:gen Financial Planning
Company Name Location Dates Years
Ascension Capital Advisors, Inc. Houston, TX Apr 1997 - Current 26
Purshe Kaplan Sterling Investments Albany, NY Feb 2010 - Feb 2019 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1985
S65 NASAA Investment Advisors Law Examination Feb 1999
Contact Info for Paul B. Thompson
Phone Number: 713-952-6900
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    511
    MILLIONS
  • Total Number of Accounts
    498
    ACCOUNTS
  • Average Account Value
    $1,026,373
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Educational seminars/workshops
Types of Clients
Registered States

CA, TX

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