Tim Thompson Location
- Fallbrook, CA, US
Tim Thompson Work
- 2011 -now Registered Representative and Investment Advisor Representative @
- 2011 -now Financial Planner @
- 1988 -2011 Financial Planner @ The Prudential Insurance Company of America, Newark, NJ
Tim Thompson Education
- University of Wisconsin-Eau Claire
BS (Finance and Management)
1982-1987
Tim Thompson Skills
- Retirement Planning
- Investments
- Financial Services
- Retirement
- Financial Planning
- Wealth Management
- Strategic Financial Planning
- Financial Advisory
- Investment Advisory
- Investment Strategies
- Asset Allocation
- Securities
- Mutual Funds
- Finance
- 401(k) Retirement Savings Plans
- Wealth
- Strategy
- Estate Planning
- 401k
- Insurance
- Fixed Annuities
- Financial Planners
- Alternative Investments
- Life Insurance
- Series 63
- Trading
- Annuities
- Term Life Insurance
- Disability Insurance
- Leadership
- Personal Finance
- Financial Advice
- 401k Rollovers
- IRAs
- Roth IRA
- Wealth Management Services
- Wealth Accumulation
- FINRA
- Series 7
- 401K Retirement Savings Plans
- Cornerstone
- Microsoft Excel
- Red Cross
- Customer Service
- Nursing
- Project Management
- Investment Management
- 401 Retirement Savings Plans
Tim Thompson Summary
- Tim Thompson, based in Fallbrook, CA, US, is currently a Financial Planner at Centaurus Financial®. Tim Thompson brings experience from previous roles at Centaurus Financial and The Prudential Insurance Company of America, Newark, NJ. Tim Thompson holds a 1982 - 1987 BS in Finance and Management @ University of Wisconsin-Eau Claire. With a robust skill set that includes Retirement Planning, Investments, Financial Services, Retirement, Financial Planning and more. Tim Thompson has 2 emails and 2 mobile phone numbers on RocketReach.
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