Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sallie? Claim Your ProfileSallie Mullins Thompson is a financial advisor at Avantax Advisory Services. Sallie has been in the financial services industry since 1997 and has a strong background in financial planning. Sallie is also a Certified Financial Planner and a Personal Financial Specialist. Sallie provides financial planning services to individuals, businesses, and retirement plans. Sallie is committed to helping her clients achieve their financial goals.
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.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
01/10/2022 - Present
Avantax Advisory Services (DALLAS TX)
NY
05/24/2010 - 02/01/2012
MML INVESTORS SERVICES, LLC (WOODBURY NY)
TX
10/31/2008 - 11/04/2008
AIG FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
05/02/1997 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (HOUSTON TX)
TX
02/16/1995 - 07/17/1995
DOMINION INVESTOR SERVICES, INC. (MARBLE FALLS TX)
MA
09/30/1993 - 06/27/1994
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
BC
Issued 10/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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