Robert Thompson (CRD# 7186323) is an Investment Advisor Representative working at Kmg Fiduciary Partners, LLC in Toledo, OH and has over 4 years of experience in the finance industry.
CRD# 4537321
Bollin Wealth Management, LLC
CRD# 3016364
Edward Jones
CRD# 6107473
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kmg Fiduciary Partners | Toledo, OH | Oct 2020 - Current | 3 |
| Argi Investment Services | Louisville, KY | Jul 2019 - Oct 2020 | 1 |
| Price Waterhouse Coopers | Cincinnati, OH | Jul 2017 - Jul 2019 | 2 |
| Not Working Cpa Exam Study | Loveland, OH | Mar 2017 - Jul 2017 | < 1 |
| Price Waterhouse Coopers | Houston, TX | Jan 2017 - Mar 2017 | < 1 |
| University Of Mississippi | University, MS | Aug 2012 - Jan 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2019 |
- OH
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Total Assets Under Management1,258MILLIONS
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Total Number of Accounts3,526ACCOUNTS
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Average Account Value$356,778
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, FL, GA, IL, IN, MI, MN, NC, OH, OR, PA, SC, TN, TX, VA
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