Richard
Thompson

Crown Capital Securities, L.P

CRD#840338
Investment Advisor
in Atlanta, GA
Are you Richard Thompson? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Richard Thompson is a certified financial planner whose office is in Atlanta, Georgia. Currently an advisor with Crown Capital Securities, L.P, they have gathered a notable 41 years of professional experience in the financial advisory industry. Thompson holds a Series 63 license, designating them as a securities agent. Thompson can serve investors in Georgia. Over the course of their career, they have held roles at Crown Capital Securities, L.P and Professional Planning Assoc. Crown Capital Securities, L.P is headquartered in Atlanta, Georgia, and has 114 other locations throughout the United States. As an advisory firm, Crown Capital Securities, L.P manages $697 million in assets across 2,774 client accounts and employs 25 staff members. The firm's total assets under management makes it one of the larger firms in the country. The firm manages 172 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 6% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Crown Capital Securities, L.P provides financial planning services and portfolio management for individuals and small businesses. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

41 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

1827 Powers Ferry Road Building 18
Atlanta, GA 30339

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Crown Capital Securities, L.P Brokerage Details

Total Assets Under Management

$816,300,891

GA Average: $7,578,581,321
Total Number of Employees

27

GA Average: 43
Total Number of Accounts

3,678

GA Average: 3,727
Average Account Size

$221,942

GA Average: $2,033,427

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Richard Thompson Work History

Richard has 41 years of experience.

1999 - Present (20 years)

Crown Capital Securities, L.P

1977 - Present (42 years)

Professional Planning Assoc

Disclosures

Richard Thompson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started