Geoff Thompson

Geoff Thompson Email and Phone Number

Wealth Advisor at LPL Financial @ LPL Financial
Geoff Thompson's Location
Bloomfield Hills, Michigan, United States, United States
Geoff Thompson's Contact Details

Geoff Thompson personal email

Geoff Thompson phone numbers

About Geoff Thompson

I am excited about the opportunity to help people plan for and work towards their financial goals and with my CFP® certification which I achieved in 2005 and my 28 year tenure as a full time financial advisor I have some good experience to guide clients along their financial journey to and through retirement helping them pursue their important goals along the way. Please feel free to call or email today if this is the type of relationship you’re looking for in a financial consultant.

Geoff Thompson's Current Company Details
LPL Financial

Lpl Financial

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Wealth Advisor at LPL Financial
Geoff Thompson Work Experience Details
  • Lpl Financial
    Wealth Advisor, Cfp®
    Lpl Financial Dec 2010 - Present
    San Diego, Ca, Us
    Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to 'Contact Info' section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of the following states: AZ, CA, IL, IN, LA, MI, SC, WI
    View
  • Ubs Wealth Management
    Vice President-Investments And Certified Financial Planner Tm
    Ubs Wealth Management Jul 2006 - Dec 2010
    Zurich, Ch
    View
  • A.G. Edwards & Sons, Inc.
    Vice President-Investments
    A.G. Edwards & Sons, Inc. Nov 1995 - Jul 2006
    Us
    Financial Advisor
    View
  • Olde Discount Corp.
    Financial Advisor
    Olde Discount Corp. Jun 1992 - Nov 1995

Geoff Thompson Skills

Finance Financial Services Securities Investments Management Wealth Risk Management Financial Planning Certified Financial Planner Alternative Investments Financial Modeling Retirement Planning Team Building Financial Analysis Financial Advisory Series 7 Wealth Management Mergers And Acquisitions Banking Leadership Due Diligence Loans Bonds

Geoff Thompson Education Details

  • University Of Michigan
    University Of Michigan

Frequently Asked Questions about Geoff Thompson

What company does Geoff Thompson work for?

Geoff Thompson works for Lpl Financial

What is Geoff Thompson's role at the current company?

Geoff Thompson's current role is Wealth Advisor at LPL Financial.

What is Geoff Thompson's email address?

Geoff Thompson's email address is ge****@****epc.com

What is Geoff Thompson's direct phone number?

Geoff Thompson's direct phone number is +124893*****

What schools did Geoff Thompson attend?

Geoff Thompson attended University Of Michigan.

What skills is Geoff Thompson known for?

Geoff Thompson has skills like Finance, Financial Services, Securities, Investments, Management, Wealth, Risk Management, Financial Planning, Certified Financial Planner, Alternative Investments, Financial Modeling, Retirement Planning.

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