Aaron Thompson (CRD# 5661088) is an Investment Advisor Representative working at Bfc Planning, Inc. in Upper Marlboro, MD and has over 13 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2185673
Cornerstone Advisory
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bfc Planning, Inc. | Upper Marlboro, MD | Jul 2023 - Current | < 1 |
| Lpl Financial LLC | Annapolis, MD | Apr 2022 - Jul 2023 | 1 |
| Securities Management & Research, Inc. | Upper Marlboro, MD | Apr 2020 - Apr 2022 | 2 |
| Bfc Planning, Inc. | Upper Marlboro, MD | Nov 2019 - Apr 2022 | 2 |
| Spc | Ann Arbor, MI | Mar 2017 - Nov 2019 | 2 |
| Parkland Securities, LLC | Ann Arbor, MI | Mar 2017 - Nov 2019 | 2 |
| Voya Financial Advisors | Annapolis, MD | Sep 2014 - Mar 2017 | 2 |
| Ing Financial Partners, Inc. | Washington, DC | Jan 2011 - Sep 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2010 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2011 |
- MD
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Total Assets Under Management1,839MILLIONS
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Total Number of Accounts8,749ACCOUNTS
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Average Account Value$210,219
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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