Meade ThompsonCRD Number: 1379324
Current Firm: Royal Alliance Associates, Inc.
Meade Thompson (CRD# 1379324) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Toledo, OH and has over 24 years of experience in the finance industry. Meade Thompson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Bollin Wealth Management, LLC
Independence Capital Company, Inc.
Ameriprise Financial Services, Inc.
|Royal Alliance||Toledo, OH||Jul 2013 - Current||3|
|Columbus Life Ins. Company||Columbus, OH||Sep 1991 - Current||25|
|Walnut Street Securities||St. Louis, MO||Apr 2001 - Jul 2013||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1991|
Total Assets Under Management4,629MILLIONS
Total Number of Accounts19,113ACCOUNTS
Average Account Value$242,202
- 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)
- 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