Unclaimed
Paul Bundy Thompson is a financial advisor with Ascension Capital Advisors, Inc. Paul has been in the industry since 1985 and has a wide range of experience working with individual clients, families, and businesses. Paul specializes in providing financial planning and investment management services. He is also a licensed insurance agent and offers life insurance and fixed annuity solutions. Paul has been registered with the state of Texas since 1997.
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.
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.
1
2
TX
10/17/1997 - Present
Ascension Capital Advisors, Inc. (HOUSTON TX)
TX
02/12/2010 - 02/01/2019
PURSHE KAPLAN STERLING INVESTMENTS (HOUSTON TX)
TX
01/02/1991 - 02/12/2010
DOMINION INVESTOR SERVICES, INC. (HOUSTON TX)
NA
12/07/1989 - 12/31/1990
T.L. REED SECURITIES, INC.
NA
05/15/1987 - 12/20/1989
BELL, CLOUD & THOMPSON SECURITIES, INC.
NA
12/18/1986 - 05/28/1987
BROKERS TRANSACTION SERVICES, INC.
NA
02/21/1985 - 01/02/1987
FSC SECURITIES CORPORATION
IA
Issued 02/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/1987
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/1989
Series 3 - National Commodity Futures Examination
BC
Issued 02/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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