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Gay Fannie Thompson

PER Stirling Capital Management, LLC

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About Gay Fannie Thompson

Gay Fannie Thompson is a financial advisor who has been working in the financial services industry since 2009. Gay is currently registered as a Registered Representative with Per Stirling Capital Management, LLC, which is a Registered Investment Advisor. Gay is also licensed and registered in several states including Arizona, Florida, Ohio, and Texas. Prior to working with Per Stirling Capital Management, LLC, Gay worked with MML Investors Services, LLC, MSI Financial Services, Inc. and New England Securities. Gay holds both Series 7 and 66 licenses as well as the SIE. Gay is a Certified Financial Planner (CFP®). Gay's clients include corporations, individuals, and charitable organizations.

Firm Information

Gay Thompson is currently registered with PER Stirling Capital Management, LLC. PER Stirling Capital Management, LLC is an investment advisor registered with the SEC and located in Austin, TX. The firm manages approximately $1 billion - $10 billion in assets for a range of clients, including individuals, corporations, charitable organizations, and high-net-worth individuals. PER Stirling provides portfolio management services, financial planning, and selection of other advisors.
PER Stirling Capital Management, LLC

4800 BEE CAVES ROAD

AUSTIN, TX 78746

$1.21B

Assets Under Management

70

Total Clients

28

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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other

Promoter fees

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Gay Thompson’s Registration & Firm History

TX

08/23/2018 - Present

PER Stirling Capital Management, LLC (AUSTIN TX)

TX

03/25/2017 - 08/29/2018

MML INVESTORS SERVICES, LLC (AUSTIN TX)

TX

01/02/2015 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (AUSTIN TX)

TX

08/11/2009 - 01/02/2015

NEW ENGLAND SECURITIES (AUSTIN TX)

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Licenses & Designations

BOTH

Issued 08/24/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/09/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gay Fannie Thompson.
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