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John D Thompson

Invest Inc.

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About John D Thompson

John D. Thompson is a financial advisor with over 20 years of experience in the industry. John is currently registered as a Registered Representative with Invest Inc., a firm that specializes in financial planning, portfolio management for businesses and individuals. John has a strong understanding of the financial markets and is dedicated to helping clients achieve their financial goals. John has a strong reputation for providing personalized and comprehensive financial advice.

Firm Information

John Thompson is currently registered with Invest Inc.. Invest Inc. is an investment advisor based in Lexington, KY. The firm provides financial planning and portfolio management services to individuals. As of the most recent report, Invest Inc. manages approximately $125,471,911 in assets for 160 clients.
Invest Inc.

444 LEWIS HARGETT CIRCLE, STE 125

LEXINGTON, KY 40503

$125.47M

Assets Under Management

265

Total Clients

5

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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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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John Thompson’s Registration & Firm History

KY

08/19/2024 - Present

Invest Inc. (LEXINGTON KY)

GA

03/01/1995 - 01/06/1997

WMA SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 02/28/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/28/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for John D Thompson. Review regulatory record here.
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