Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan O'neal Thompson is a financial advisor with Avantax Planning Partners, Inc. and Peninsula Asset Management Inc. Susan O'neal Thompson has been a Registered Investment Advisor since 2000. Susan O'neal Thompson is also a Certified Public Accountant with Christopher, Smith, Leonard, Bristow & Stanell, P.A., a regional CPA firm. Susan O'neal Thompson has been with the CPA firm since 1991. Susan O'neal Thompson's primary services are financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
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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FL
09/03/2019 - Present
Avantax Planning Partners, Inc. (Tampa FL)
IA
Issued 12/14/1999
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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