Joseph ThompsonCRD Number: 6151769
Current Firm: Cambridge Investment Research Advisors, Inc.
Joseph Thompson (CRD# 6151769) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Tavernier, FL and has over 2 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Islamorada Investment Management, LLP
H.d. Vest Advisory Services, Inc.
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Aug 2014 - Current||3|
|Mull Capital Management, LLC||Tavernier, FL||Nov 2012 - Current||4|
|Deloitte & Touche, LLP||Mcclean, VA||Sep 2011 - Oct 2012||1|
|University Of Virginia||Charlettsville, VA||Sep 2007 - May 2011||3|
|Austin Grill||Centreville, VA||Jun 2008 - Aug 2008||< 1|
|West Field High School||Chantilly, VA||Sep 2003 - Jul 2007||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2014|
Total Assets Under Management25,187MILLIONS
Total Number of Accounts152,412ACCOUNTS
Average Account Value$165,257
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV