Justin Thompson (CRD# 6564899) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Somerset, KY and has over 7 years of experience in the finance industry.
CRD# 4631513
Edward Jones
CRD# 6089342
Lpl Financial LLC
CRD# 4711616
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Truist Investment Services, Inc. | Springfield, KY | Feb 2021 - Current | 3 |
| Truist Advisory Services, Inc. | Atlanta, GA | Feb 2021 - Current | 3 |
| Bb&t Securities, LLC | Lexington, KY | Mar 2020 - Feb 2021 | < 1 |
| Morgan Stanley Private Bank, N.a. | New York, NY | Oct 2018 - Mar 2020 | 1 |
| Morgan Stanley | Lexington, KY | Aug 2018 - Mar 2020 | 1 |
| Total Quality Logistics | Lexington, KY | Jan 2017 - Aug 2018 | 1 |
| Unemployed | Grayson, KY | Sep 2016 - Jan 2017 | < 1 |
| Edward Jones | St Louis, MO | May 2016 - Sep 2016 | < 1 |
| Unemployed | Grayson, KY | Nov 2015 - May 2016 | < 1 |
| Morgan Stanley | Huntington, WV | Oct 2015 - Nov 2015 | < 1 |
| Best Buy | Lexington, KY | Oct 2013 - Oct 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2018 |
| S63 | Uniform Securities State Law Examination | Apr 2017 |
- KY
-
Total Assets Under Management61,370MILLIONS
-
Total Number of Accounts124,201ACCOUNTS
-
Average Account Value$494,117
- 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)
- Publication of periodicals or newsletters
- Other
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
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