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Daniel Christopher Thompson

Zenith Wealth Advisors

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About Daniel Christopher Thompson

Daniel Christopher Thompson is a financial advisor at Zenith Wealth Advisors. Daniel has been in the financial services industry for over 20 years. Daniel is a Certified Financial Planner and has experience in providing financial planning, investment management, and other financial services to individuals, families, and businesses. Daniel holds the following licenses and certifications: Series 7, 8, 31, 63, and 65.

Firm Information

Daniel Thompson is currently registered with Zenith Wealth Advisors. Zenith Wealth Advisors is an investment advisory firm located in Scottsdale, Arizona. They provide financial planning, pension consulting, and portfolio management for individuals and corporations. They also offer selection of other advisors. They manage approximately $223,588,320 in assets for 225 accounts.
Zenith Wealth Advisors

4900 N. SCOTTSDALE ROAD

SCOTTSDALE, AZ 85251

$223.59M

Assets Under Management

1

Total Clients

3

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Thompson’s Registration & Firm History

AZ

04/05/2023 - Present

Zenith Wealth Advisors (SCOTTSDALE AZ)

AZ

03/27/2009 - 07/02/2010

NFP SECURITIES, INC. (SCOTTSDALE AZ)

CO

06/19/2006 - 03/13/2009

OMNIVEST, INC. (DENVER CO)

NY

10/07/1998 - 07/20/2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

TX

11/09/1995 - 09/16/1998

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

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Licenses & Designations

IA

Issued 04/09/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/06/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/18/1998

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 02/04/2003

Series 31 - Futures Managed Funds Examination

BC

Issued 10/27/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Christopher Thompson.
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