Robert Thompson, financial advisor Toledo OH

Robert Thompson

CRD Number: 1349425
Current Firm: Integrated Financial Resources, Inc.

Robert Thompson (CRD# 1349425) is an Investment Advisor Representative working at Integrated Financial Resources, Inc. in Toledo, OH and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Concorde Investment Services Troy, MI Feb 2012 - Current 12
Concorde Asset Management Troy, MI Feb 2012 - Current 12
Integrated Financial Resources, Inc. Toledo, OH Dec 2000 - Current 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1990
S65 NASAA Investment Advisors Law Examination May 1997
Contact Info for Robert L. Thompson
Phone Number: 419-842-1505
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    12
    MILLIONS
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $439,286
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • 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
  • Publication of periodicals or newsletters
Types of Clients
Registered States

OH

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