Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you H? Claim Your ProfileH. Dewey Thompson is a financial advisor with over 30 years of experience in the industry. H. Dewey is currently registered with LPL Financial LLC and Independent Advisor Alliance, LLC. H. Dewey's experience includes working with individual investors, corporations, and retirement plans. H. Dewey is also a registered investment advisor in Florida, Ohio, and Texas. H. Dewey Thompson provides financial planning, investment management, and other financial services to clients.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
09/24/2018 - Present
LPL Financial LLC (COSHOCTON OH)
OH
04/09/2004 - 11/08/2017
CFD INVESTMENTS, INC. (COSHOCTON OH)
IN
02/08/1994 - 04/05/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
02/08/1994 - 04/05/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
CA
12/13/1989 - 02/07/1994
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
BOTH
Issued 03/31/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1993
Series 7 - General Securities Representative Examination
BC
Issued 11/01/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure H Thompson is the right advisor for you? Invested Better is here to help.
