David Thompson, financial advisor Oklahoma City OK
93 score

David Thompson

CRD Number: 1876814
Current Firm: 1st Global Advisors Inc.

David Thompson (CRD# 1876814) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Oklahoma City, OK and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
1st Global Insurance Services, Inc. Oklahoma City, OK Mar 2005 - Current 11
1st Global Advisors, Inc. Oklahoma City, OK Sep 2004 - Current 12
1st Global Capital Corp. Oklahoma City, OK Aug 1996 - Current 20
F D Thompson & Co, P.l.c. Oklahoma City, OK Mar 1996 - Current 20
Fdt Wealthcare, Inc.(formerly Foster-dickinson Advisory Service) Oklahoma City, OK Jan 2005 - Nov 2010 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1988
Contact Info for David P. Thompson
Phone Number: 214-294-5000
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
    7,093
    MILLIONS
  • Total Number of Accounts
    21,134
    ACCOUNTS
  • Average Account Value
    $335,619
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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, VI, 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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