Ronald Thompson (CRD# 4243976) is an Investment Advisor Representative working at Corecap Advisors in Southfield, MI and has over 13 years of experience in the finance industry.
CRD# 6880560
Raymond James Financial Services Advisors, Inc.
CRD# 6049892
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6080268
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| True North Advisors | Northville, MI | Aug 2022 - Current | 1 |
| Corecap Advisors, LLC | Southfield, MI | Aug 2022 - Current | 1 |
| Financial Strategies Group, LLC | Okemos, MI | Aug 2017 - Aug 2022 | 5 |
| Financial Strategies Group, Inc. | Northville, MI | Dec 2013 - Jul 2017 | 3 |
| Nylife Securities LLC | Okemos, MI | Jun 2011 - Jul 2017 | 6 |
| New York Life Insurance Co | Okemos, MI | Jun 2011 - Jul 2017 | 6 |
| Daly Merritt Financial Services, Inc. | Northville, MI | Jul 2012 - Jun 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2011 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2017 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
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Total Assets Under Management2,467MILLIONS
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Total Number of Accounts8,713ACCOUNTS
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Average Account Value$283,196
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