Dionne
Thompson
Capital Investment Advisors
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About this Advisor
Dionne Thompson is a financial advisor based in Washington, District of Columbia, working with Capital Investment Advisors. Dionne has previously held positions at Sanders Morris Harris Inc, Edelman Financial Services, Financial Engines Advisors L.L.C, Facet Wealth, Ef Legacy Securities, LLC, and Capital Investment Advisors, Inc. Dionne has passed the Series 66 regulatory exam and is registered to provide services in Delaware and the District of Columbia. Currently, Dionne is part of Capital Investment Advisors, which operates out of Washington, District of Columbia. The firm has 1 office and 13 employees. The firm manages assets totaling $312.0 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Capital Investment Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Capital Investment Advisors Brokerage Details
$311,979,712
13
1,969
$158,446
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Dionne Thompson Work History
Capital Investment Advisors, Inc
Facet Wealth
N/A
N/A
Financial Engines Advisors L.L.C
Ef Legacy Securities, LLC
Sanders Morris Harris Inc
Edelman Financial Services
Disclosures
Please visit the SEC profile of Dionne 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 Capital Investment Advisors
Easton, MD
Washington, DC
Washington, DC
Washington, DC
Bethesda, MD
Washington, DC
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