Michael ThompsonCRD Number: 3154925
Current Firm: 1st Global Advisors Inc.
Michael Thompson (CRD# 3154925) is an Investment Advisor Representative working at 1st Global Advisors Inc. in San Mateo, CA and has over 19 years of experience in the finance industry.
Skyoak Wealth Management, Inc.
Blossom Wealth Management, LLC
Parker Investment Management, LLC
|1st Global Insurance Services||San Mateo, CA||Jun 2007 - Current||10|
|1st Global Capital Corp||San Mateo, CA||Aug 2005 - Current||12|
|1st Global Advisors, Inc.||San Mateo, CA||Aug 2005 - Current||12|
|Galligan,thompson & Flocas,llp||San Mateo, CA||Jan 2005 - Current||13|
|Gtf Financial Advisors, LLC||San Mateo, CA||Sep 2004 - Current||13|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 1999|
Total Assets Under Management8,858MILLIONS
Total Number of Accounts25,039ACCOUNTS
Average Account Value$353,788
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY