Kristopher Thompson (CRD# 6970445) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in West Chester, PA and has 1 year of experience in the finance industry.
CRD# 5715758
Affinity Wealth Management LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Royal Alliance Associates, Inc. | West Chester, PA | May 2021 - Current | 1 |
| Key Financial, Inc. | West Chester, PA | Jun 2018 - Current | 3 |
| United States Army | Fort Campbell, KY | Oct 2014 - Jul 2018 | 3 |
| United States Army | Fort Benning, GA | Jul 2013 - Oct 2014 | 1 |
| Mcfarland Foss Funeral Home | Dearborn, MI | Jun 2007 - Jun 2013 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2021 |
- PA
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Total Assets Under Management28,249MILLIONS
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Total Number of Accounts112,286ACCOUNTS
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Average Account Value$251,584
- 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
- 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
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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