| Advisor Profile |
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| Name: |
Randall Thompson |
| Phone Number: |
(713) 574-7377 |
| Website: |
Visit Website
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| Disclaimer |
Randall Thompson is a registered representative of Lincoln Financial Advisors Corp.
Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and registered investment advisor. Mmember SIPC. Insurance offered through Lincoln affiliates and other fine companies.
CRN200807-2018414 |
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Business Description |
| My passion is to help people create and defend their wealth. I enjoy working in partnership with my clients to bring creative financial design ideas to the table in the areas of investment management programs, estate, retirement and business owner planning with tax reduction strategies critical to wealth management. Using state of the art evaluation tools developed by Lincoln Financial Advisors, I can bring the power of a multi-billion dollar corporation to help solve my client's financial problems and help them realize their financial goals. |
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General Information |
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| Name of Broker/Dealer: |
Lincoln Financial Advisors Corp.
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| States Licensed in: |
AL, CO, IA, NJ, TX
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| Years of Experience in Financial Services: |
5
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| Number of Years with Current Firm: |
5
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Education |
| Academic Background |
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MBA, Finance - Wharton School of Business, University of Pennsylvania
BA, Economics - University of Colorado. Graduated Magna Cum Laude. |
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Services |
| Investment Types: |
Annuities, Stocks, Mutual Funds, Alternative Investments, Bonds
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Qualifications & Memberships |
| Securities Licenses: |
Series 7
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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Compliance |
| Investment Advisor Representative: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-based financial professional: |
Yes
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| Minimum Portfolio Size for New Managed Accounts: |
$100,000
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| Compensation Methods: |
Based on Assets, Commissions, Flat Fee
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| Prepared By: |
Randall Thompson |
| Most Recent Update: |
07/17/2008 |
Frequently Asked Questions |
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