Paul
Thompson
Ascension Capital Advisors, Inc
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About this Advisor
Paul Thompson is a financial advisor based in Houston, Texas, working with Ascension Capital Advisors, Inc. Paul has previously held positions at Fidelity Investments, Ascension Capital Advisors, Inc, and Purshe Kaplan Sterling Investments. Paul has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Paul is part of Ascension Capital Advisors, Inc, which operates out of Houston, Texas. The firm has 8 employees and manages assets totaling $560.9 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and educational seminars. The fee structure at Ascension Capital Advisors, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ascension Capital Advisors, Inc Brokerage Details
$560,855,383
8
493
$1,137,638
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Paul Thompson Work History
Purshe Kaplan Sterling Investments
Ascension Capital Advisors, Inc
Ascension Capital Advisors, Inc
Fidelity Investments
Disclosures
Please visit the SEC profile of Paul Thompson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ascension Capital Advisors, Inc
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
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