Amie ThompsonCRD Number: 2002059
Current Firm: Ameriprise Financial Services, Inc.
Amie Thompson (CRD# 2002059) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Midvale, UT and has over 23 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Ameriprise Financial Services, Inc.||Midvale, UT||Feb 2014 - Current||3|
|Morgan Stanley Smith Barney||Salt Lake City, UT||Jun 2009 - Feb 2014||4|
|Morgan Stanley & Company Incorporated||Salt Lake City, UT||Dec 2008 - Feb 2014||5|
|Ubs Financial Services Inc.||Salt Lake City, UT||Aug 2006 - Dec 2008||2|
|U.s. Bancorp Piper Jaffray||Salt Lake City, UT||Feb 2000 - Aug 2006||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1994|
|S65||NASAA Investment Advisors Law Examination||Jun 2002|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV