Andrea Thompson, financial advisor Phoenix AZ
90 score

Andrea Thompson

CRD Number: 5916436
Current Firm: Charles Schwab & Company, Inc.

Andrea Thompson (CRD# 5916436) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Phoenix, AZ Apr 2011 - Current 5
Ausdemore Law Group Scottsdale, AZ Jan 2010 - Apr 2011 1
Chw Foundation Chandler, AZ Sep 2008 - Jan 2010 1
Public Allies Arizona Phoenix, AZ Sep 2008 - Jun 2009 < 1
Quarles & Brady Phoenix, AZ May 2006 - Aug 2008 2
University Of Notre Dame Notre Dame, IN Aug 2004 - May 2008 3
Notre Dame Security Police Notre Dame, IN Aug 2004 - May 2008 3
Quarles & Brady Phoenix, AZ Dec 2007 - Jan 2008 < 1
Quarles & Brady Phoenix, AZ Dec 2006 - Jan 2007 < 1
Quarles & Brady Phoenix, AZ May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Andrea D. Thompson
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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