Laila Thompson, financial advisor San Diego CA
78 score

Laila Thompson

CRD Number: 6021558
Current Firm: Mission Trails Financial

Laila Thompson (CRD# 6021558) is an Investment Advisor Representative working at Mission Trails Financial in San Diego, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Mission Trails Financial San Diego, CA Sep 2015 - Current 1
Koeller Nebeker Carlson & Haluck LLP Irvine, CA May 2015 - Current 1
Nautilus Advisors LLC San Diego, CA Oct 2013 - Jul 2015 1
Law Offices Of Laila Thompson San Diego, CA Oct 2013 - May 2015 1
Morgan Stanley Smith Barney Valencia, CA Jan 2012 - Oct 2013 1
Law Offices Of Laila Khosroabadi Valencia, CA Feb 2010 - Jan 2012 1
Hurrell Cantrall Los Angeles, CA Jun 2009 - Feb 2010 < 1
Simpson Delmore Greene, LLP San Diego, CA Sep 2005 - Jun 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Laila Thompson
Phone Number: (619) 419-0238
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    33
    MILLIONS
  • Total Number of Accounts
    403
    ACCOUNTS
  • Average Account Value
    $82,995
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

CA, HI

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BADGES
78

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