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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Livingston Thompson is a financial advisor with WT Wealth Management, LLC. James has been in the industry for over 10 years and has experience working with a variety of clients, including high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and corporations or other businesses. James's experience includes working with fixed insurance and fixed annuity sales, as well as serving as a head soccer coach. James has a variety of licenses and certifications, including Series 7, Series 66, and Series 24. James specializes in financial planning, portfolio management for individuals, and pension consulting.
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.
Personalized portfolio management to meet individual financial objectives.
Variable annuities
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.
Fees for educational seminars
1
2
AZ
02/23/2024 - Present
WT Wealth Management, LLC (SCOTTSDALE AZ)
AZ
08/15/2022 - 06/28/2023
MONEY CONCEPTS CAPITAL CORP (Scottsdale AZ)
AZ
03/18/2022 - 08/09/2022
MIT ASSOCIATES, LLC (Phoenix AZ)
CA
11/05/2021 - 02/22/2022
EMERSON EQUITY LLC (SAN MATEO CA)
AZ
02/20/2014 - 09/30/2021
NORTHERN TRUST SECURITIES, INC. (Tempe AZ)
IL
10/25/2012 - 02/04/2014
ING FINANCIAL PARTNERS, INC. (CHICAGO IL)
BOTH
Issued 10/04/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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