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Paul Bundy Thompson

Ascension Capital Advisors, Inc.

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About Paul Bundy Thompson

Paul Bundy Thompson is a financial advisor at Ascension Capital Advisors, Inc., a registered investment advisor firm located in Houston, Texas. Paul has over 10 years of experience in the financial services industry. Paul holds the Series 63, Series 66, and Series 7 licenses, as well as the SIE. Paul is a Certified Financial Planner and a member of the Texas Center for the Missing board of directors.

Firm Information

Paul Thompson is currently registered with Ascension Capital Advisors, Inc.. Ascension Capital Advisors, Inc. is an investment advisor based in Houston, TX, with 4 licensed agents and 5 investment adviser representatives. They offer a variety of financial advisory services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and pension and profit-sharing plans. The firm manages approximately $560.86 million in regulatory assets under management, primarily for high-net-worth individuals, corporations, and charitable organizations.
Ascension Capital Advisors, Inc.

4900 WOODWAY DRIVE

HOUSTON, TX 77056

$560.86M

Assets Under Management

1

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Paul Thompson’s Registration & Firm History

TX

10/15/2015 - Present

Ascension Capital Advisors, Inc. (HOUSTON TX)

TX

08/25/2011 - 11/06/2014

FIDELITY BROKERAGE SERVICES LLC (KATY TX)

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Licenses & Designations

BOTH

Issued 06/22/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/01/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/24/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul Bundy Thompson.
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