Henry
Thompson

Cambridge Investment Research Advisors, Inc

CRD#3052046
Investment Advisor
in Hickory, NC

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About this Advisor

Henry Thompson is a financial advisor based in Hickory, North Carolina, who has been in the financial industry for 16 years. Thompson is an advisor for Cambridge Investment Research Advisors, Inc. Over the course of their career, Thompson has held roles at Ameritas Investment Corp, Capital Concepts, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Thompson holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in North Carolina and Texas. Cambridge Investment Research Advisors, Inc is a registered investment company headquartered in Hickory, North Carolina. The investment advisory business has offices in 1,905 locations and a total of 2,982 advisors. It oversees $56 billion in assets between its 297,440 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises five charities and foundations. Of its 297,440 client accounts, just 10% belong to high-net-worth individuals who have more than $1 million in investable assets. Cambridge Investment Research Advisors, Inc provides a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services and educational seminars. Financial advisory fees vary depending on which services the firm provides the client. However, fee types billed by Cambridge Investment Research Advisors, Inc likely include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

1155 Southgate Corp Park
Hickory, NC 28601

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$56,158,947,875

NC Average: $9,259,360,772
Total Number of Employees

2,982

NC Average: 166
Total Number of Accounts

297,440

NC Average: 7,189
Average Account Size

$188,808

NC Average: $1,287,990

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Market timing services
  • Educational seminars/workshops

Henry Thompson Work History

Henry has 16 years of experience.

2016 - Present (5 years)

Cambridge Investment Research, Inc

2016 - Present (5 years)

Cambridge Investment Research Advisors, Inc

2004 - Present (17 years)

Capital Concepts

2006 - 2016 (10 years)

Ameritas Investment Corp

Disclosures

Henry Thompson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cambridge Investment Research Advisors, Inc

Jeffrey Wick
Fairfield, IA
Jason Baker
Charlotte, NC
Brandon Plattner
Peoria, IL
Brittany Ashworth
Roxboro, NC
Christopher Janota
Whiting, IN
Dora-Mae Clark
Savannah, GA
Jessica Sanders
Fairfield, IA
Margaret Arndt
Newton, MA

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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