George Thompson, financial advisor Webster TX

George Thompson

CRD Number: 2227012
Current Firm: Waddell & Reed

George Thompson (CRD# 2227012) is an Investment Advisor Representative working at Waddell & Reed in Webster, TX and has over 14 years of experience in the finance industry. George Thompson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Split Second Choice, LLC Baton Rouge, LA Apr 2009 - Current 10
Thompson Coaching Baton Rouge, LA Jan 2007 - Current 13
The Winners LLC Baton Rouge, LA Dec 1996 - Current 23
Various Insurance Carriers Baton Rouge , LA May 1992 - Current 27
Waddell & Reed, Inc. Webster, TX Mar 1992 - Current 27
The Winner Institute Baton Rouge, LA Jun 1988 - Current 31
Opera Louisiane Baton Rouge Baton Rouge, LA May 2007 - Aug 2014 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2005
Contact Info for George P. Thompson
Phone Number: 913-236-2000
Registered State(s):
  • AL
  • GA
  • LA
  • MS
  • TX
By the Numbers
  • Total Assets Under Management
    21,207
    MILLIONS
  • Total Number of Accounts
    169,956
    ACCOUNTS
  • Average Account Value
    $124,780
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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