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Kane Thompson

Farther

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About Kane Thompson

Kane Thompson is an investment advisor representative associated with Farther Finance Advisors, LLC. Kane is a registered investment advisor representative in Massachusetts. Kane has been working in the financial services industry since April 2003. Prior to joining Farther, Kane was registered with LPL FINANCIAL LLC and UBS FINANCIAL SERVICES INC. Kane specializes in providing financial planning, portfolio management for individuals and pension consulting services.

Firm Information

Kane Thompson is currently registered with Farther. Farther is a registered investment advisor headquartered in San Francisco, CA. They provide financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. The firm has approximately $2.2 billion in regulatory assets under management, with a total of 5,112 accounts. Farther also offers a wrap fee program.
Farther

575 MARKET STREET

SAN FRANCISCO, CA 94105

$2.18B

Assets Under Management

27

Total Clients

99

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Kane Thompson’s Registration & Firm History

MA

11/22/2022 - Present

Farther (DANVERS MA)

MA

08/19/2022 - 12/20/2022

LPL FINANCIAL LLC (DANVERS MA)

MA

04/01/2005 - 08/31/2022

UBS FINANCIAL SERVICES INC. (BOSTON MA)

NY

04/14/2003 - 04/05/2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 05/01/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/21/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 04/10/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kane Thompson.
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