Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristopher? Claim Your ProfileKristopher Thompson is an Investment Advisor Representative at The Ascent Group, LLC. Kristopher has been in the financial services industry since 2014. Kristopher is licensed to provide investment advice in Pennsylvania and has been registered with the Securities and Exchange Commission (SEC) since 2021. Kristopher holds the Series 7, 66, and SIE licenses. Kristopher is a CERTIFIED FINANCIAL PLANNER™ professional. Kristopher has experience working with high net worth individuals, corporations, and other businesses. Kristopher provides financial planning services, portfolio management services for individuals and businesses, and pension consulting services. Kristopher also provides selection of other advisors services. Kristopher is committed to providing his clients with personalized, comprehensive financial advice.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
VA
04/12/2024 - Present
THE Ascent Group, LLC (VIRGINIA BEACH VA)
PA
03/05/2024 - 08/23/2024
TRIAD ADVISORS LLC (Wayne PA)
PA
06/14/2021 - 01/17/2024
OSAIC WEALTH, INC. (WEST CHESTER PA)
BOTH
Issued 10/12/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/16/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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