Heather Thompson (CRD# 6832099) is an Investment Advisor Representative working at Best Life Infinity, LLC in Walpole, NH and has over 6 years of experience in the finance industry.
CRD# 7047829
Edward Jones
CRD# 2285905
Archer Investment Corporation
CRD# 4309276
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Best Life Infinity, LLC | Colorado Springs, CO | Jan 2023 - Current | 1 |
| Investment Advisor Group | Hancock, NY | Feb 2021 - Dec 2022 | 1 |
| American Tax And Financial Planners | Colorado Springs, CO | Jul 2017 - Dec 2022 | 5 |
| Investment Advisor Alliance | Oradell, NJ | Jul 2017 - Mar 2021 | 3 |
| Sau 29 Keene High School | Keene, NH | Aug 2012 - Jul 2017 | 4 |
| Private Tutoring | Keene, NH | Jan 2010 - Feb 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2017 |
- NH
-
Total Assets Under Management30MILLIONS
-
Total Number of Accounts86ACCOUNTS
-
Average Account Value$349,058
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CA, CO, FL, GA, ID, IL, LA, MD, MO, NC, NE, NH, NJ, NM, NV, NY, OK, PA, TN, TX, VA, WA, WI
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