Sidney Thompson, financial advisor Lake City FL
93 score

Sidney Thompson

CRD Number: 5546084
Current Firm: Eagle Strategies LLC

Sidney Thompson (CRD# 5546084) is an Investment Advisor Representative working at Eagle Strategies LLC in Lake City, FL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Eagle Strategies LLC Jacksonville, FL Aug 2011 - Current 5
Ny Life Securities LLC Jacksonville, FL Jul 2011 - Current 5
New York Life Ins Co Jacksonville, FL Jun 2011 - Current 5
Edward Jones St Louis, MO Jun 2008 - Jun 2011 3
None Lake City, FL Feb 2008 - Jun 2008 < 1
Suwannee County Schools Live Oak, FL Dec 2007 - Jan 2008 < 1
Columbia County Schools Lake City, FL Aug 2006 - Aug 2007 1
Epiphany Catholic School Lake City, FL Aug 2001 - Aug 2006 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2008
Contact Info for Sidney R. Thompson
Phone Number: (888) 695-3245
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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, RI, SC, SD, TN, TX, UT, VA, 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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