Terry Thompkins Location
Dallas, TX, US
Terry Thompkins Work
- 2016 - now Director Of Financial Planning @ Level Four Group
- 2009 - 2016 Financial Advisor @ Wells Fargo
- 1996 - 2009 Institutional and Retail High Net Worth Specialist @ Fidelity Investments
- 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
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 and 2 mobile phone numbers on RocketReach.
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Top Level Four Group Employees
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Jake Tomes
Chief Executive Officer at Level Four Group
Dallas, TX, US21 -
Marc Whitehead
Chief Financial Officer at Level Four Group
Mobile, AL, US25+ -
Britt Woods
Chief Revenue Officer at Level Four Group
Dallas, TX, US44 -
Steven Sample
Chief People Officer and CHRO at Level Four Group
Texas, United States23 -
David Mauzey
Chief Information Officer at Level Four Group
Texas, United States22 -
Kimberly Miller
Chief Compliance Officer at Level Four Group
Palmer, TX, US45 -
24
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Randy Ford
Director of Life Insurance at Level Four Group
Dallas, TX, US14 -
Joseph Jones
Marketing Director at Level Four Group
Dallas, TX, US31 -
Joe Jones
Marketing Director at Level Four Group
Dallas, TX, US2 -
Ariane Fricke
Director of Finance at Level Four Group
Dallas, TX, US1 -
Matthew Craig
Director, Private Client Group at Level Four Group
Texas, United States15 -
Frank Martin
Managing Director at Level Four Group
Panama City, FL, US15+ -
Blake Woodard
Insurance Specialist at Level Four Group
Fort Worth, TX, US24 -
G. Morton
Chief of Staff at Level Four Group
Dallas, TX, US15+ -
Katie Ubben
Executive Assistant at Level Four Group
Texas, United States22 -
21
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