Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Russell Thompson is a registered investment advisor representative with Fisher Investments. James has been in the industry since November 2007. He has a Series 7, Series 66, and SIE licenses. His previous employers include Cambridge Investment Research, Inc, CRI Securities, LLC, and Securian Financial Services, Inc. James has experience providing portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles. He is also a registered independent insurance agent. James has a strong track record of providing excellent financial advice to his clients and is committed to helping them achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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 calculated based on the performance of your investments relative to a benchmark.
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2
TX
02/23/2017 - Present
Fisher Investments (PLANO TX)
OR
11/29/2011 - 02/03/2017
CAMBRIDGE INVESTMENT RESEARCH, INC. (PORTLAND OR)
OR
11/02/2007 - 11/22/2011
CRI SECURITIES, LLC (PORTLAND OR)
OR
11/02/2007 - 11/22/2011
SECURIAN FINANCIAL SERVICES, INC. (PORTLAND OR)
BOTH
Issued 01/31/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/03/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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