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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Drummond Thompson is an investment advisor representative at KMG Fiduciary Partners, LLC in Toledo, Ohio. Robert is a licensed investment advisor representative in Ohio. Robert has been working in the financial services industry since July 2019. Robert has passed the Uniform Investment Adviser Law Examination (Series 65). KMG Fiduciary Partners is a firm with a history of providing financial planning and investment advice to individuals, high-net-worth individuals, charitable organizations, corporations or other businesses, and pension and profit-sharing plans.
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.
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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OH
10/15/2020 - Present
KMG Fiduciary Partners, LLC (TOLEDO OH)
IA
Issued 10/12/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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