Dave Thompson, Cfp®
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Dave Thompson, Cfp® Email & Phone Number

Location: Summerville, South Carolina, United States 2 work roles 2 schools
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Role
Financial Advisor
Location
Summerville, South Carolina, United States
Company size

Who is Dave Thompson, Cfp®? Overview

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Quick answer

Dave Thompson, Cfp® is listed as Financial Advisor at First Command Financial Services, a company with 1155 employees, based in Summerville, South Carolina, United States. AeroLeads shows a matched LinkedIn profile for Dave Thompson, Cfp®.

Dave Thompson, Cfp® previously worked as Daily Plan Manager at American Pensions, Inc.. Dave Thompson, Cfp® holds Master Of Business Administration (M.B.A.), Accounting And Finance from Charleston Southern University.

Company email context

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First Command Financial Services

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Profile bio

About Dave Thompson, Cfp®

As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with.Experience has taught me that the biggest obstacle to financial security for most people is their own behavior. That’s why I seek to form trusting, long term relationships with clients, serving as their personal financial coach by:1. Helping them set specific and meaningful goals that are aligned with their values2. Providing them with a comprehensive, personalized plan for effectively pursuing their goals3. Encouraging and motivating them to adopt and consistently practice the productive financial behaviors necessary to successfully execute their plan4. Making strategic adjustments in their plan as their circumstances and goals evolve over timeI don’t believe in shortcuts to financial security. I advocate time-tested financial principles including prudent and responsible debt management, disciplined saving and investing and a thoughtful insurance strategy for managing financial risk. And as an Investment Advisor Representative (IAR), I am held to a fiduciary standard, required in all cases to act in the clients’ best interests.About First CommandFirst Command was founded in 1958 by a retired Air Force officer intent on improving the financial well-being of service members and their families. Today, more than 500 First Command Financial Advisors across the country and abroad are committed to fulfilling the company’s Mission of “Coaching those who serve in their pursuit of financial security”.Periodically I post information regarding my employer First Command Financial Services and the social media usage guidelines that apply to First Command also apply to my pages. Please view them here: https://www.firstcommand.com/social-media-guidelines/

Current workplace

Dave Thompson, Cfp®'s current company

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First Command Financial Services
First Command Financial Services
Financial Advisor
fort worth, texas, united states
Employees
1155
AeroLeads page
2 roles

Dave Thompson, Cfp® work experience

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Team & coworkers

Colleagues at First Command Financial Services

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2 education records

Dave Thompson, Cfp® education

FAQ

Frequently asked questions about Dave Thompson, Cfp®

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What company does Dave Thompson, Cfp® work for?

Dave Thompson, Cfp® works for First Command Financial Services.

What is Dave Thompson, Cfp®'s role at First Command Financial Services?

Dave Thompson, Cfp® is listed as Financial Advisor at First Command Financial Services.

Where is Dave Thompson, Cfp® based?

Dave Thompson, Cfp® is based in Summerville, South Carolina, United States while working with First Command Financial Services.

What companies has Dave Thompson, Cfp® worked for?

Dave Thompson, Cfp® has worked for First Command Financial Services and American Pensions, Inc..

Who are Dave Thompson, Cfp®'s colleagues at First Command Financial Services?

Dave Thompson, Cfp®'s colleagues at First Command Financial Services include Swede Hansen, Kaitlyn Heller, William Alan Crow, Kimberley Lamb, and Melissa Lozano.

How can I contact Dave Thompson, Cfp®?

You can use AeroLeads to view verified contact signals for Dave Thompson, Cfp® at First Command Financial Services, including work email, phone, and LinkedIn data when available.

What schools did Dave Thompson, Cfp® attend?

Dave Thompson, Cfp® holds Master Of Business Administration (M.B.A.), Accounting And Finance from Charleston Southern University.

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