Brian
Thompson
Lake Street Advisors
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About this Advisor
Brian Thompson is a financial advisor based in Portsmouth, New Hampshire, working with Lake Street Advisors. Brian has previously held a position at Lake Street Advisors. Brian has passed the Series 65 regulatory exam and is registered to provide services in Massachusetts and New Hampshire. Currently, Brian is part of Lake Street Advisors, which operates out of Portsmouth, New Hampshire. The firm has 1 office and 45 employees. The firm manages assets totaling $3.1 billion and 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, selection of other advisers, and other services. The fee structure at Lake Street Advisors includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lake Street Advisors Brokerage Details
$3,108,813,749
45
1,858
$1,673,204
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Brian Thompson Work History
Lake Street Advisors
Lake Street Advisors
Lake Street Advisors
Lake Street Advisors
Disclosures
Please visit the SEC profile of Brian 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 Lake Street Advisors
Portsmouth, NH
Boston, MA
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
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