Heather
Thompson

Best Life Infinity, LLC

CRD#6832099
Investment Advisor
in Walpole, NH

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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

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

Walpole, NH

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Best Life Infinity, LLC Brokerage Details

Total Assets Under Management

$30,018,969

NH Average: $2,349,664,866
Total Number of Employees

10

NH Average: 28
Total Number of Accounts

86

NH Average: 1,101
Average Account Size

$349,058

NH Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Heather Thompson Work History

2023 - Present (1 year)

Best Life Infinity, LLC

2021 - 2022 (1 year)

Investment Advisor Group

2017 - 2022 (5 years)

American Tax And Financial Planners

2017 - 2021 (4 years)

Investment Advisor Alliance

2012 - 2017 (5 years)

Sau 29 Keene High School

2010 - 2017 (7 years)

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

Gavin Ganzkow
Colorado Springs, CO
Roger Nicholls
Boise, ID
Heather Thompson
Walpole, NH
Magan Zavislak
Williamstown, NJ
Eric Jackson
Colorado Springs, CO
Clark Milner
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.

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