Laurel ThompsonCRD Number: 5486619
Current Firm: Lpl Financial LLC
Laurel Thompson (CRD# 5486619) is an Investment Advisor Representative working at Lpl Financial LLC in Waterloo, IA and has over 6 years of experience in the finance industry.
Fsb Premier Wealth Management, Inc.
Heartland Financial Services, Ltd.
State Farm Investment Management Corp.
|Cedar Rapids Bank & Trust||Waterloo, IA||Feb 2016 - Current||2|
|Lpl Financial, LLC||Waterloo, IA||Feb 2016 - Current||2|
|Ameriprise Financial Services, Inc.||Waterloo, IA||Jun 2011 - Jan 2016||4|
|Larry K. Fox & Associates||Waterloo, IA||Apr 2008 - Jun 2011||3|
|Pioneer Graphics/communications||Waterloo, IA||Jul 1997 - Apr 2008||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2011|
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- 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