Samuel ThompsonCRD Number: 725932
Current Firm: Summit Asset Management LLC
Samuel Thompson (CRD# 725932) is an Investment Advisor Representative working at Summit Asset Management LLC in Memphis, TN and has over 31 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
First Horizon Advisors, Inc.
Lpl Financial LLC
|Summit Asset Management, LLC||Memphis, TN||Feb 2021 - Current||1|
|Summit Asset Management, LLC||Memphis, TN||Jan 2012 - Feb 2021||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1991|
|S65||NASAA Investment Advisors Law Examination||Sep 1997|
Total Assets Under Management786MILLIONS
Total Number of Accounts1,493ACCOUNTS
Average Account Value$526,771
- A percentage of assets under your management
- Hourly charges
- 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
- Selection of other advisers (including private fund managers)
AL, AR, CA, FL, LA, MS, NC, OR, TN, TX
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