Brian
Thompson

Lake Street Advisors

CRD#6146316
Investment Advisor
in Portsmouth, NH

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About this Advisor

Brian Thompson is a certified financial planner and chartered financial analyst working in Portsmouth, New Hampshire, with a total of 6 years of industry experience. Thompson is an advisor for Lake Street Advisors. During their career, the advisor has held roles at Lake Street Advisors. Thompson maintains a Series 65 license, designating them as an investment advisor representative, and is able to work in Massachusetts and New Hampshire. Lake Street Advisors is an advisory business based out of Portsmouth, NH. The company has a total of 43 financial advisors. It has $3 billion in assets among its 1,862 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. Of its 1,862 customer accounts, 99% are associated with high-net-worth investors who have at least $1 million in assets. Lake Street Advisors offers a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fees typically depend on which services the firm provides the client. Fees charged by Lake Street Advisors may include asset-based, fixed and other fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

145 Maplewood Avenue Suite 210
Portsmouth, NH 03801

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Lake Street Advisors Brokerage Details

Total Assets Under Management

$2,888,383,638

NH Average: $509,638,208
Total Number of Employees

43

NH Average: 12
Total Number of Accounts

1,862

NH Average: 581
Average Account Size

$1,551,226

NH Average: $877,174

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Brian Thompson Work History

Brian has been registered as a financial advisor for 6 years.*

2022 - Present (2 years)

Lake Street Advisors

2020 - 2022 (2 years)

Lake Street Advisors

2017 - 2020 (3 years)

Lake Street Advisors

2012 - 2017 (5 years)

Lake Street Advisors

*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 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

Debra Stokes
Portsmouth, NH
Hunter Steadley
Portsmouth, NH
Patrick Odonnell
Boston, MA
Jaclyn Hirl
Portsmouth, NH
Joseph Chase
Portsmouth, NH
Colby Jordan
Portsmouth, NH
Nicole Dunlevy
Portsmouth, NH
Reilly Smith
Boston, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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.

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