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Robert Douglas Thompson

R.d. Thompson Investments

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About Robert Douglas Thompson

Robert Douglas Thompson is an investment advisor representative with R.d. Thompson Investments, and is registered in Utah. Robert is registered as an Investment Adviser Representative. Robert has been in the securities industry for 39 years. Robert specializes in Portfolio Management for Individuals. Robert has a Series 3 license.

Firm Information

Robert Thompson is currently registered with R.d. Thompson Investments. R.d. Thompson Investments is an investment advisor with 1 investment advisory function and a total of $91,907,572 in regulatory assets under management. They primarily manage portfolios for individuals, with 12 high-net-worth clients and 19 other individuals.

$91.91M

Assets Under Management

Not reported

Total Clients

1

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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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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percentage of assets

A percentage of the total value of assets under management is charged.

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Robert Thompson’s Registration & Firm History

UT

01/01/2004 - Present

R.d. Thompson Investments (SALT LAKE CITY UT)

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Licenses & Designations

BC

Issued 03/07/1990

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Douglas Thompson.
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