Terry Thompkins Email & Phone Number
Director Of Financial Planning @ Level Four Group
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Terry Thompkins Location
- Dallas, TX, US
Terry Thompkins Work
- 2016 -now Director Of Financial Planning @
- 2009 -2016 Financial Advisor @
- 1996 -2009 Institutional and Retail High Net Worth Specialist @
- 1994 -1996 Death Claims Specialist and Annuity Specialist @ Great Southern Life
Terry Thompkins Education
- College of Financial Planning
ADPA(sm) (Accredited Domestic Partnership Advisor certification)
2010-2011 - The American College
CLU (Insurance and Annuities)
2008-2009 - College of Financial Planning
CFP® (Financial Planning Certification)
2004-2005 - Southern Methodist University
BFA (Theater)
1989-1993
Terry Thompkins Skills
- Financial Advisory
- High Net Worth Individuals
- Portfolio Construction
- Insurance
- Retirement
- Estate Planning Strategies
- Investments
- IRAs
- 401(k) Retirement Savings Plans
- Investment Strategies
- Finance
- Wealth Planning
- Retirement Planning
- Asset Allocation
- Financial Services
- Strategic Planning
- Securities
- 401k
- Small Business
- Life Insurance
- Fixed Annuities
- Wealth Strategies
- Leadership
- Estate Planning
- Banking
- Retail
- Sales
- Wealth Management Services
- Portfolio Management
- Portfolio Analysis
- 401K Retirement Savings Plans
- Customer Service
- 401 Retirement Savings Plans
Terry Thompkins Summary
- Terry Thompkins, based in Dallas, TX, US, is currently a Director Of Financial Planning at Level Four Advisory Services. Terry Thompkins brings experience from previous roles at Wells Fargo Advisors, Fidelity Investments and Great Southern Life. Terry Thompkins holds a 2010 - 2011 ADPA(sm) in Accredited Domestic Partnership Advisor certification @ College of Financial Planning. With a robust skill set that includes Financial Advisory, High Net Worth Individuals, Portfolio Construction, Insurance, Retirement and more. Terry Thompkins has 2 emails on RocketReach.
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Top Level Four Group Employees
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Jake Tomes
Chief Executive Officer
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Jeff Wagnon
Director of Retirement Income
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Matthew Craig
Director, Private Client Group
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Blake Woodard
Insurance Specialist
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Terry Thompkins
Director Of Financial Planning
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Joshua Y.
Director of Data Analytics and Interoperablility
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