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 3 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||5|
|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