Davis Thompson, financial advisor Pasadena CA

Davis Thompson

CRD Number: 716517
Current Firm: Thompson & Thompson Investment Advisors, Inc.

Davis Thompson (CRD# 716517) is an Investment Advisor Representative working at Thompson & Thompson Investment Advisors, Inc. in Pasadena, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Thompson & Thompson Investment Advisors, Inc. Pasadena, CA Nov 2019 - Current 4
Dkrbt Enterprises, Inc. Pasadena, CA Jan 2019 - Oct 2019 < 1
Atkinson, Andelson, Loya, Raud & Romo, A Law Corporation San Rafael, CA May 1989 - Dec 2018 29
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2018
Contact Info for Davis D. Thompson
Phone Number: (626) 639-6562
Registered State(s):
  • CA
Current Firm Details
By the Numbers
  • Total Assets Under Management
    20
    MILLIONS
  • Total Number of Accounts
    55
    ACCOUNTS
  • Average Account Value
    $366,758
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

CA

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