Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Ryan Thompson is an Investment Advisor Representative at J. L. Bainbridge & Co., Inc. David has been in the industry since May 2012, working previously at Cavanaugh & Company LLP and Wealth Pro Advisors. David holds the Series 65 license, and is registered with Florida, Louisiana, and Texas. The firm's main office is located in Sarasota, FL. The firm has an approximate regulatory asset amount of $1.1 billion across 1,882 accounts. David specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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FL
10/15/2021 - Present
J. L. Bainbridge & CO., Inc. (SARASOTA FL)
IA
Issued 02/02/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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