Michael Thompson (CRD# 5105329) is an Investment Advisor Representative working at Thompson Financial LLC in Kenmore, WA and has over 17 years of experience in the finance industry.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thompson Financial | Kenmore, WA | Apr 2014 - Current | 10 |
| Sagepoint Financial Advisors | Kenmore, WA | Jul 2011 - Jun 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2006 |
- TX
- WA
-
Total Assets Under Management66MILLIONS
-
Total Number of Accounts195ACCOUNTS
-
Average Account Value$336,921
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
TX, WA
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