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Thompson Gress Lemaistre

Maryland Financial Group, Inc.

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About Thompson Gress Lemaistre

Thompson Gress Lemaistre is a financial advisor with Maryland Financial Group, Inc. Thompson has over 15 years of experience in the financial services industry. Thompson has a broad range of experience serving individuals, high-net-worth individuals, trusts, estates, and retirement plans. Thompson is committed to providing clients with personalized financial advice and investment strategies to help them reach their financial goals.

Firm Information

Thompson Lemaistre is currently registered with Maryland Financial Group, Inc.. Maryland Financial Group, Inc. is a financial advisory firm headquartered in Rockville, MD. They offer financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm manages over $1.11 billion in assets for over 3,859 clients and employs 37 investment adviser representatives.
Maryland Financial Group, Inc.

2600 TOWER OAKS BOULEVARD

ROCKVILLE, MD 20852

$1.11B

Assets Under Management

2

Total Clients

35

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Thompson Lemaistre’s Registration & Firm History

FL

03/20/2020 - Present

Maryland Financial Group, Inc. (Jacksonville FL)

FL

02/13/2013 - 03/13/2020

RAYMOND JAMES & ASSOCIATES, INC. (JACKSONVILLE FL)

FL

04/06/2009 - 02/13/2013

MORGAN KEEGAN & COMPANY, INC. (JACKSONVILLE FL)

AL

10/20/2006 - 11/03/2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BIRMINGHAM AL)

AL

09/20/2005 - 10/23/2006

MORGAN STANLEY DW INC. (BIRMINGHAM AL)

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Licenses & Designations

BOTH

Issued 11/18/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/11/2006

Series 31 - Futures Managed Funds Examination

BC

Issued 09/19/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thompson Gress Lemaistre.
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