Chad Thompson (CRD# 5977382) is an Investment Advisor Representative working at Primerica Advisors in Scottsdale, AZ and has over 6 years of experience in the finance industry.
CRD# 5607498
Householder Group Estate & Retirement Specialists
Score
107
CRD# 5571675
Woodbury Financial Services, Inc.
Score
103
CRD# 3233547
Triad Advisors, LLC
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pfs Investments, Inc. | Phoenix, AZ | Sep 2011 - Current | 6 |
| Primerica Financial Services | Phoenix, AZ | May 2011 - Current | 6 |
| Caribou Coffee | Fargo, ND | Jan 2012 - Nov 2012 | < 1 |
| Ruby Tuesday | Fargo, ND | May 2010 - Oct 2011 | 1 |
| Msum | Moorhead, MN | Aug 2007 - May 2011 | 3 |
| Texas Roadhouse | Wausau, WI | Jun 2007 - Sep 2009 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2011 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2012 |
- AZ
-
Total Assets Under Management446MILLIONS
-
Total Number of Accounts3,814ACCOUNTS
-
Average Account Value$116,938
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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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