Alan Thompson, financial advisor Wilmington NC

Alan Thompson

CRD Number: 3241226
Current Firm: Dominion Wealth Management, LLC

Alan Thompson (CRD# 3241226) is an Investment Advisor Representative working at Dominion Wealth Management, LLC in Wilmington, NC and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Dominion Wealth Management, LLC Whiteville, NC Jul 2021 - Current 2
Tpsa Accounting, LLC Whiteville, NC Mar 2019 - Current 5
Thompson, Price Scott, Adams & Company, Pa Whiteville, NC Feb 1985 - Current 39
Avantax Advisory Services Whiteville, NC Oct 2019 - Jul 2021 1
Avantax Investment Services, Inc. Whiteville, NC Oct 2019 - Jul 2021 1
Avantax Insurance Services Whiteville, NC Aug 2016 - Jul 2021 4
1st Global Capital Corp. Whiteville, NC Aug 2016 - Oct 2019 3
1st Global Advisors, Inc. Whiteville, NC Aug 2016 - Oct 2019 3
Cssc Brokerage Services, Inc. Whiteville, NC Mar 2007 - Aug 2016 9
Cssc Investment Advisory Services Whiteville, NC Apr 1999 - Aug 2016 17
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2000
Contact Info for Alan W. Thompson
Phone Number: 910-625-8595
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    55
    MILLIONS
  • Total Number of Accounts
    226
    ACCOUNTS
  • Average Account Value
    $245,543
Compensation Options
  • A percentage of assets under your management
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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

NC

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