Heather Thompson (CRD# 6832099) is an Investment Advisor Representative working at Best Life Infinity, LLC in Walpole, NH and has over 6 years of experience in the finance industry.
CRD# 7047829
Edward Jones
CRD# 2285905
Archer Investment Corporation
CRD# 4309276
Cetera Investment Advisers LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Best Life Infinity, LLC | Colorado Springs, CO | Jan 2023 - Current | 1 |
Investment Advisor Group | Hancock, NY | Feb 2021 - Dec 2022 | 1 |
American Tax And Financial Planners | Colorado Springs, CO | Jul 2017 - Dec 2022 | 5 |
Investment Advisor Alliance | Oradell, NJ | Jul 2017 - Mar 2021 | 3 |
Sau 29 Keene High School | Keene, NH | Aug 2012 - Jul 2017 | 4 |
Private Tutoring | Keene, NH | Jan 2010 - Feb 2017 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jun 2017 |
- NH
-
Total Assets Under Management30MILLIONS
-
Total Number of Accounts86ACCOUNTS
-
Average Account Value$349,058
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CA, CO, FL, GA, ID, IL, LA, MD, MO, NC, NE, NH, NJ, NM, NV, NY, OK, PA, TN, TX, VA, WA, WI
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.