Geoff Thompson Email & Phone Number
Wealth Advisor, CFP® @ LPL Financial
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Geoff Thompson Location
- Bloomfield Hills, MI, US
Geoff Thompson Work
- 2010 -now Wealth Advisor, CFP® @
- 2006 -2010 Vice President-Investments and CERTIFIED FINANCIAL PLANNER tm @
- 1995 -2006 Vice President-Investments @
- 1992 -1995 Financial Advisor @ Olde Discount Corp.
Geoff Thompson Education
- University of Michigan 1987-1990
Geoff Thompson Skills
- Alternative Investments
- Leadership
- Financial Advisory
- Team Building
- Banking
- Bonds
- Retirement Planning
- Financial Planning
- Financial Modeling
- Investments
- Finance
- Financial Services
- Wealth Management
- Risk Management
- Certified Financial Planner
- Financial Analysis
- Wealth
- Management
- Due Diligence
- Mergers and Acquisitions
- Loans
- Series 7
- Securities
Geoff Thompson Summary
- Geoff Thompson, based in Bloomfield Hills, MI, US, is currently a Wealth Advisor, CFP® at LPL Financial. Geoff Thompson brings experience from previous roles at UBS Wealth Management, A.G. Edwards & Sons, Inc. and Olde Discount Corp.. Geoff Thompson holds a 1987 - 1990 University of Michigan. With a robust skill set that includes Alternative Investments, Leadership, Financial Advisory, Team Building, Banking and more. Geoff Thompson has 1 emails and 3 mobile phone numbers on RocketReach.
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