Apryl Thompson (CRD# 1700640) is an Investment Advisor Representative working at Altegris Advisors, LLC in La Jolla, CA and has over 32 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Investment Visa Consultants | Portland, OR | Dec 2023 - Current | < 1 |
| Core Compliance & Legal Services | San Diego, CA | Apr 2023 - Current | 1 |
| Altegris Investments, Inc. | La Jolla, CA | Dec 2008 - Apr 2023 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1991 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2018 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management234MILLIONS
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Total Number of Accounts3ACCOUNTS
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Average Account Value$78,030,168
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
CA
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