Terry Thompson, financial advisor Seattle WA

Terry Thompson

CRD Number: 4481794
Current Firm: Garde Capital, Inc.

Terry Thompson (CRD# 4481794) is an Investment Advisor Representative working at Garde Capital, Inc. in Seattle, WA and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Timothy C. Richards & Assoc Seattle, WA Jan 1989 - Current 35
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2000
Contact Info for Terry M. Thompson
Phone Number: 206-552-7900
Registered State(s):
  • LA
  • WA
By the Numbers
  • Total Assets Under Management
    1,404
    MILLIONS
  • Total Number of Accounts
    493
    ACCOUNTS
  • Average Account Value
    $2,847,789
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, HI, ID, IL, LA, OR, TX, WA

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