Ashley
Thompson

Benedict Financial Advisors, Inc

CRD#5208583
Investment Advisor
in Atlanta, GA
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About this Advisor

Ashley Thompson is a certified financial planner who works in Atlanta, Georgia, who has been in the advisory business for 12 years. Thompson is on the advisory team at Benedict Financial Advisors, Inc. Their career trajectory has included roles at Lpl Financial, LLC (Formerly: Linsco/Private Ledger Corp) and Benedict Financial Advisors, Inc. Thompson has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Georgia and Michigan. Benedict Financial Advisors, Inc is a financial advisory business that has its headquarters in Atlanta, Georgia. The company has a total of six advisors. It administers $254 million in total assets across its 571 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 571 client accounts, 16% are held by high-net-worth individuals who have at least $1 million in assets. The business offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and publication of newsletters. Financial management fee schedules are based on the financial services offered. However, fee types billed by Benedict Financial Advisors, Inc may include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

6000 Lake Forrest Drive Ste 550
Atlanta, GA 30328-5901

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Benedict Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$240,417,585

GA Average: $3,570,121,308
Total Number of Employees

6

GA Average: 58
Total Number of Accounts

593

GA Average: 1,608
Average Account Size

$405,426

GA Average: $2,220,225

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters

Ashley Thompson Work History

Ashley has 12 years of experience.

2006 - Present (13 years)

Lpl Financial, LLC (Formerly: Linsco/Private Ledger Corp)

2006 - Present (13 years)

Benedict Financial Advisors, Inc

Disclosures

Ashley Thompson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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