Verified
Joseph Thompson is excited that he is able to turn his personal passion for budgeting, saving, and investing into a professional one. Building upon nearly 20 years of corporate tax experience, where he implemented planning strategies and negotiated with auditors to save millions of tax dollars, Joseph is now helping friends and neighbors plan for their future financial needs. Joseph grew up in Cartersville and then attended the University of Georgia earning a Masters degree in Accounting. He met his wife, Jessica, in Atlanta and they moved back to Cartersville in 2013 to raise their three children in the same church, schools, and community that helped to shape his values. Joseph volunteers on the board of Cartersville Little League where his sons, Luke and Jake, play baseball. His daughter Allie Beth is a cheerleader, dancer and gymnast.
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.
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2
GA
10/02/2023 - Present
LPL Financial LLC (CARTERSVILLE GA)
GA
01/09/2021 - 08/21/2023
TRIAD ADVISORS LLC (CARTERSVILLE GA)
BOTH
Issued 01/27/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/09/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/04/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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