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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Addison? Claim Your ProfileAddison Baker Thompson is a registered Investment Advisor Representative. Addison has been in the industry since 1996 and is currently registered with Canal Capital Management, LLC. Prior to joining Canal Capital Management, LLC, Addison was with MCL Financial Group, Inc., Commonwealth Financial Network, Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, and 1717 Capital Management Company. Addison has passed the Series 6, Series 7, Series 63, and Series 65 exams. Addison specializes in financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisors. In addition to the services offered by Canal Capital Management, LLC, Addison also provides general business consulting and tax services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
General business consulting & tax services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
VA
09/28/2012 - Present
Canal Capital Management, LLC (RICHMOND VA)
VA
10/25/2010 - 06/13/2011
MCL FINANCIAL GROUP, INC. (GLEN ALLEN VA)
VA
11/17/2006 - 10/28/2010
COMMONWEALTH FINANCIAL NETWORK (RICHMOND VA)
VA
12/15/1997 - 12/01/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (GLEN ALLEN VA)
VA
12/15/1997 - 05/26/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (VIRGINIA BEACH VA)
DE
03/07/1996 - 12/15/1997
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
IA
Issued 08/30/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/06/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/06/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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