Skylar Thompson, financial advisor Oneonta NY

Skylar Thompson

CRD Number: 7695776
Current Firm: Lpl Financial LLC

Skylar Thompson (CRD# 7695776) is an Investment Advisor Representative working at Lpl Financial LLC in Oneonta, NY and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Community Bank Oneonta, NY Feb 2023 - Current 1
Lpl Fiinancial LLC Oneonta, NY Feb 2023 - Current 1
Community Bank Systems Inc. Walton, NY Aug 2019 - Jan 2023 3
Unemployed Oneonta, NY May 2019 - Aug 2019 < 1
Hartwick College Oneonta, NY Sep 2015 - May 2019 3
Nbt Bank Oneonta, NY Jun 2018 - Aug 2018 < 1
Nbt Bank Oneonta, NY Jun 2016 - Aug 2017 1
Scarzafava, Basdekis & Dadey, Pllc Oneonta, NY Aug 2015 - Aug 2015 < 1
Oneonta Outlaws Oneonta, NY Jul 2015 - Aug 2015 < 1
Nbt Bank Oneonta, NY Jun 2015 - Aug 2015 < 1
Oneonta High School Oneonta, NY Sep 2014 - Jun 2015 < 1
Oneonta Outlaws Oneonta, NY Jul 2014 - Aug 2014 < 1
Oneonta High School Oneonta, NY Sep 2013 - Jun 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2023
Contact Info for Skylar Thompson
Phone Number: 704-733-3300
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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