Kent Thompson Email & Phone Number
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Kent Thompson Location
- Raleigh, NC, US
Kent Thompson Work
- Founder @ (January 2013 - Present)
- Financial Advisor @ (June 2013 - Present)
- Wealth Management Advisor @ (January 2009 - June 2013)
- Wealth Management Advisor @ First Allied Securities (January 2009 - June 2013)
- Financial Advisor @ (July 2002 - January 2009)
- Estate Planning Advisor @ (May 1998 - July 2002)
- Financial Consultant @ (November 1992 - April 1998)
Kent Thompson Education
- Western Carolina University
ABT Masters Degree (Clinical Psychology)
1975-1977 - St. Andrews Presbyterian College
BA (Psychology)
1971-1974 - UVA
none (Religion)
1969-1971 - College for Financial Planning
Master of Science (M.S.) (Financial Planning and Services)
2005 - College for Financial Planning
CERTIFIED FINANCIAL PLANNER™ practitioner (Financial Planning and Services)
2001
Kent Thompson Skills
- 401(k) Retirement Savings Plans
- Analysis
- Business Planning
- Certified Financial Planner
- Estate Planning
- Finance
- Financial Planners
- Financial Services
- Individual Retirement Accounts (IRA)
- Insurance
- Investment Management
- Investment Strategies
- Investments
- Long Term Care Insurance
- Long-term Care
- Medicare
- Medicare Advantage
- Medicare Part B
- Medicare Part D
- Medicare Prescription Drug Plans
- Multi-generational Planning
- Multi-generational wealth transfer
- Retirement
- Retirement Planning
- Social Security
- Social Security Disability
- Strategy
- Tax
- Wealth Accumulation
- Wealth Management
- Wealth Preservation Planning
- Retirement Income Strategies
- Long Term Care
- Securities
Kent Thompson Summary
- Kent Thompson, based in Raleigh, NC, US, is currently a Founder at Kent Thompson, CFP®, MSFS, Financial Advisor. Kent Thompson brings experience from previous roles at Capitol Financial Solutions, Financial Directions Group, First Allied Securities and Sagemark Consulting. Kent Thompson holds a 1975 - 1977 ABT Masters Degree in Clinical Psychology @ Western Carolina University. With a robust skill set that includes 401(k) Retirement Savings Plans, Analysis, Business Planning, Certified Financial Planner, Estate Planning and more. Kent Thompson has 2 emails and 1 mobile phone numbers on RocketReach.
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