VETTED

Skip Thompson

Tel: 703-623-1364 1919 Gallows Road Suite 1000 Vienna, VA 22182

About Skip Thompson

Nothing compares to the feeling of helping a family or individual plan for their financial future.

I'm Most Proud Of: Hearing from clients about how our team helped improve their life. There's nothing better!

Click HERE To Learn More About Skip Thompson.

About Prudential

Prudential Advisors is a renowned financial services leader with a rich history of helping individuals and institutions pursue financial security and prosperity.

We are dedicated to providing comprehensive financial planning and advisory services. Our mission is to help individuals, families, and businesses achieve their financial goals through personalized and strategic financial solutions.

See Disclosures

General Information

CRD#:

6519243

Firm CRD#:

8733

Advisory Services Provided:

401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Insurance Products & Annuities

Compliance

Registered Investment Advisor:

Yes

Registered Representative:

Yes

Acknowledged fiduciary:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Qualifications & Memberships

Securities Licenses:

Series 66, Series 6, Series 7, Series 24, Series 63

Portfolio Management

We measure your risk tolerance and life stage to calculate your correct asset allocation and rebalance your portfolio on a quarterly basis. This applies to all investments including managed money and brokerage accounts.

Retirement Planning

The foundation of retirement planning is good financial planning. We provide our clients with tailored financial plans based on individual goals and stress tested with 1000 market trials or scenarios.

401K Rollovers

Work with clients who want to own their retirement assets vs. being a participant in a 401k, TSP, 403-B, 457 retirement plans

Education Funding and Planning

We evaluate all options available for funding a college education

Risk Management

Risk often mitigated with insurance. We ensure out clients have adequate risk mitigation with a thorough analysis of insurance needs.

Money Management

Provide a thorough analysis of cash flow and make recommendations for effective money and cash management.

Disclosures

Securities and investment advisory services offered through LPL Enterprise, a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial.

Prudential Advisors is a brand name for the proprietary retail sales channel of The Prudential Insurance Company of America (PICA) and its insurance company and other affiliates (collectively Prudential). Prudential Advisors financial professionals are licensed insurance agents of Prudential.

Pursuant to a strategic relationship among Prudential, LPL Enterprise, and LPL Financial, Prudential Advisors financial professionals provide securities brokerage services and/or investment advice on securities solely as registered persons of LPL Enterprise, an affiliate of LPL Financial. These financial professionals are permitted to brand under Prudential Advisors. LPL Enterprise and LPL Financial are not affiliated with Prudential.

The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-detailed-disclosures-lple.pdf

CRD# 6519243 Firm CRD# 8733Series 66, 6, 7, 24, 63

Compliance

Registered Investment AdvisorYes

Registered RepresentativeYes

Acknowledged fiduciaryYes

Compliance Disclosures in Last 5 yearsI have a clean record

Criminal Disclosures in Last 5 yearsI have a clean record

Research This Advisor

Talk to an AdvisorFINRA/SEC Registered Advisors

Your Information is Safe and Secure