Unclaimed
Victoria Thompson is a financial advisor with over 27 years of experience in the industry. Victoria currently works at Good Life Advisors, LLC, where she has been employed since 2015. Victoria is a registered investment advisor in Colorado and has held various certifications, including Series 63, 66, 7, 9, and 10. Victoria's previous experience includes working at UBS Financial Services Inc. and A.G. Edwards & Sons, Inc. Victoria is dedicated to providing personalized financial advice to her clients and assisting them in achieving their financial goals. Victoria primarily works with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Planning subscription fee
1
2
CO
02/05/2015 - Present
Good Life Advisors, LLC (CENTENNIAL CO)
CO
10/12/2007 - 02/13/2015
UBS FINANCIAL SERVICES INC. (DENVER CO)
CO
08/03/1994 - 10/17/2007
A. G. EDWARDS & SONS, INC. (GREENWOOD VILLAGE CO)
BOTH
Issued 06/09/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/23/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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