Derek
Thompson
Transamerica Financial Advisors, Inc
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About this Advisor
Derek Thompson is a financial advisor based in New York, New York, working with Transamerica Financial Advisors, Inc. Derek has previously held positions at Woodstock Financial Group, Inc, Transamerica Financial Advisors, Inc, World Financial Group, Inc, Jp Morgan Securities LLC, Jp Morgan Chase Bank, Essex, Uber, Netlaw, Notary Signing Agent, Ebay, Apex Business LLC, and Pj Clarkes. Derek has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Louisiana, New Jersey, and New York. Currently, Derek is part of Transamerica Financial Advisors, Inc, which operates out of New York, New York. The firm has 276 offices and 1,127 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses and the selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
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Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,619,430,178
1,127
45,001
$35,987
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Derek Thompson Work History
Ebay
Apex Business LLC
Netlaw
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Uber
Notary Signing Agent
Jp Morgan Securities LLC
Jp Morgan Chase Bank
Essex
Woodstock Financial Group, Inc
Pj Clarkes
Disclosures
Please visit the SEC profile of Derek 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 Transamerica Financial Advisors, Inc
Concord, CA
Dallas, TX
San Antonio, TX
Englewood, CO
Port Jefferson Station, NY
Cincinnati, OH
Portland, OR
Ontario, CA
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