Kane
Thompson
Farther
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About this Advisor
Kane Thompson is a financial advisor operating out of Danvers, Massachusetts who has 1 year of relevant experience. Thompson is an advisor for Farther. Throughout their career, Thompson has worked at Ubs Financial Services Inc and Farther Finance Advisors, LLC. Thompson maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in Massachusetts. Farther is a financial advisory business that has its headquarters in San Francisco, CA. The company has offices in 41 locations and a total of 78 people on staff. It manages $676 million in assets among its 3,603 customer accounts, making it one of the bigger firms in the United States by assets under management. Of its 3,603 accounts, just 13% belong to high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and publication of newsletters. Financial management fees depend on which service is offered. Fees billed by Farther typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Farther Brokerage Details
$675,735,981
78
3,603
$187,548
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
Kane Thompson Work History
Kane has been registered as a financial advisor for 1 years.*
Farther Finance Advisors, LLC
Ubs Financial Services Inc
*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 Kane 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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