Haleigh Thompson (CRD# 7326524) is an Investment Advisor Representative working at Investors Portfolio Services LLC in Puyallup, WA and has 1 year of experience in the finance industry.
CRD# 5925615
Securities America Advisors, Inc.
CRD# 872944
Abraham & Company, Inc.
CRD# 7043324
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Investors Portfolio Services | Puyallup, WA | Mar 2024 - Current | < 1 |
| Investors Portfolio Services | Puyallup, WA | Dec 2020 - Current | 3 |
| Fortune Financial Services | Monaca, PA | Jan 2023 - Dec 2023 | < 1 |
| Full-time Student | Puyallup, WA | Aug 2012 - Dec 2021 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- TX
- WA
-
Total Assets Under Management186MILLIONS
-
Total Number of Accounts581ACCOUNTS
-
Average Account Value$320,008
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, TX, WA
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