I'm Geoff Thompson, Wealth Advisor with LPL Financial. As a CFP® with 20 years of experience in the industry serving as Vice President-Investments at AG Edwards & Sons for over a decade as well as Vice President-Investments at UBS, I help individuals build a complete financial plan and select investments designed to pursue their financial goals taking into consideration their individual risk tolerance and time horizon. Regardless of peoples' experience they can rely on me to tailor a plan to their particular goals.
I'm a graduate of the University of Michigan, Ann Arbor and achieved my CFP designation in 2005 through the College for Financial Planning.
I am excited about the opportunity to help people plan for and reach their financial goals. Whether individuals are just getting started or seasoned veterans with complex financial issues, both myself and LPL Financial are dedicated to placing client interests first in creating custom road maps to financial success.
FINRA series 7, 8, 63, and 66 held with LPL Financial
Registered for Securities in the following states:
AZ, CA, CT, FL, GA, IL, IN, LA, MI, SC, VA and WI
Registered as IAR in the following states:
MI and LA
Insurance Licensed in the following states:
AZ, CA, IL, LA, MI, SC, and WI