Thomas Thompson, financial advisor Oakmont PA

Thomas Thompson

CRD Number: 706642
Current Firm: Oakmont Capital Management, LLC

Thomas Thompson (CRD# 706642) is an Investment Advisor Representative working at Oakmont Capital Management, LLC in Oakmont, PA and has over 41 years of experience in the finance industry.

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Company Name Location Dates Years
Oakmont Capital Management, LLC Oakmont, PA May 2009 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1981
S65 NASAA Investment Advisors Law Examination Feb 1996
Contact Info for Thomas S. Thompson
Phone Number: (412) 828-5550
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    473
    MILLIONS
  • Total Number of Accounts
    768
    ACCOUNTS
  • Average Account Value
    $616,361
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, NH, NJ, NY, OH, PA, TX

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