Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Glenn Thompson is a financial advisor with over 23 years of experience in the industry. Scott is registered with LPL Financial LLC in Oregon and Washington. Previously, Scott held positions at CUNA Brokerage Services, Inc., CUSO Financial Services, L.P., Chase Investment Services Corp., WAMU Investments, Inc., BANC of America Investment Services, Inc., BA Investment Services, Inc. and Seafirst Investment Services, Inc. Scott holds the Series 7 and Series 66 licenses. Scott's practice specializes in providing consulting and other non-discretionary advisory services, financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management for businesses and individuals.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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05/18/2022 - Present
LPL Financial LLC (Tillamook OR)
WA
07/06/2018 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (LONGVIEW WA)
WA
06/29/2011 - 05/12/2017
CUSO FINANCIAL SERVICES, L.P. (TACOMA WA)
WA
05/02/2009 - 07/16/2009
CHASE INVESTMENT SERVICES CORP. (KIRKLAND WA)
WA
01/20/2000 - 05/02/2009
WAMU INVESTMENTS, INC. (KIRKLAND WA)
MA
07/12/1999 - 01/12/2000
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
07/01/1998 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
WA
05/31/1996 - 07/01/1998
SEAFIRST INVESTMENT SERVICES, INC. (SEATTLE WA)
BOTH
Issued 04/27/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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