Heather
Thompson
Best Life Infinity, LLC
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About this Advisor
Heather Thompson is a financial advisor based in Walpole, New Hampshire, working with Best Life Infinity, LLC. Heather has previously held positions at Sau 29 Keene High School, Private Tutoring, American Tax And Financial Planners, Investment Advisor Alliance, Investment Advisor Group, and Best Life Infinity, LLC. Heather has passed the Series 65 regulatory exam and is registered to provide services in New Hampshire. Currently, Heather is part of Best Life Infinity, LLC, which operates out of Walpole, New Hampshire. The firm has 1 office and 10 employees. The firm manages assets totaling $30.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Best Life Infinity, LLC includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Best Life Infinity, LLC Brokerage Details
$30,018,969
10
86
$349,058
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Heather Thompson Work History
Best Life Infinity, LLC
Investment Advisor Group
American Tax And Financial Planners
Investment Advisor Alliance
Sau 29 Keene High School
Private Tutoring
Disclosures
Please visit the SEC profile of Heather 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 Best Life Infinity, LLC
Colorado Springs, CO
Boise, ID
Walpole, NH
Colorado Springs, CO
Williamstown, NJ
Colorado Springs, CO
The content in this profile was updated by SmartAsset on 6/19/2024. 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.
