Unclaimed
Thompson Danforth Hollo is a registered investment advisor representative with Buckingham Strategic Wealth, LLC and THE Colony Group, LLC. Thompson has been working in the industry since 2015 and has experience at Wells Fargo Advisors, LLC, Medicine Bow Capital, LLC and Buckingham Strategic Wealth, LLC. Thompson holds the Series 7 and 66 licenses.
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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2
MO
03/27/2024 - Present
Buckingham Strategic Wealth, LLC (ST LOUIS MO)
MO
01/22/2015 - 07/20/2015
WELLS FARGO ADVISORS, LLC (CLAYTON MO)
BOTH
Issued 02/20/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/2015
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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