Richard
Thompson
Crown Capital Securities, L.P
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About this Advisor
Richard Thompson is a certified financial planner based out of Atlanta, Georgia who has 14 years of relevant experience. Thompson works at Crown Capital Securities, L.P. Their career trajectory has included roles at Crown Capital Securities, L.P and Professional Planning Assoc. Thompson has a Series 63 license, qualifying them as a securities agent, and can advise clients in Georgia. Crown Capital Securities, L.P is a registered investment business that has its headquarters in Orange, CA. The company has offices in 93 locations and a total of 164 advisors. It controls $1 billion in total assets across its 5,654 client accounts, placing it among the bigger firms in the United States by assets under management. The firm serves 27 charities and foundations. Of its 5,654 customer accounts, just 3% belong to high-net-worth clients who have at least $1 million in assets available to invest. Crown Capital Securities, L.P provides a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors are based on the services. However, fees charged by Crown Capital Securities, L.P most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Crown Capital Securities, L.P Brokerage Details
$1,223,108,240
164
5,654
$216,326
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Richard Thompson Work History
Richard has been registered as a financial advisor for 14 years.*
Crown Capital Securities, L.P
Professional Planning Assoc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Richard Thompson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
