Chase Thompson

Website Links

Description

Our business hours: Mon-Fri 9:00 AM 5:00 PM Eastern Standard Time We do observe the NYSE Holiday Schedule click her to view NYSE schedule. Our business address: Raymond James Financial Services, Inc 18141 W Catawba Ave Cornelius NC 28031 Local Phone: 704-655-0179 Toll-Free Phone 800.209.9369 Fax: 704-655-2985 Please note that we can not accept trade instructions left on voice mail. We take the matter of service very seriously. We make every attempt for an associate to return phone calls and emails within 24 hours, usually the same day if received before 4:00. If you do not receive a response from an associate within 24 hours of contacting us, please give the office a call toll free at 800-209-9369. Thank you. Chase Thompson Chase.Thompson@RaymondJames.com Registered Principal, RJFS CHASE THOMPSON Financial Advisor Branch Manager 18141 W. Catawba Ave. Cornelius, NC 28031 Toll-free 800-209-9369 www.RaymondJames.com/charlotte Chase.Thompson@RaymondJames.com With more than 15 years of investment and financial advisory experience, Chase Thompson strives to help his clients invest, manage, preserve and transfer their wealth so they will have the confidence of knowing their finances are being taken care of. By taking the time to listen and understand their goals, he develops strong client relationships that better enable him to meet their needs. As an independent professional advisor, Chase can offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your values, your preferences and your goals. Your plan will be designed to account for change, both in the markets and in your circumstances, so that it is better equipped to work with you and for you at different stages of your life. Prior to his affiliation with Raymond James he began his career as a financial advisor with Edward Jones & Co and later began his own financial advisory practice Thompson Financial Services Investments & Retirement Planning in affiliation with Multi-Financial Services Corp/ING. Areas of experience: Comprehensive wealth management which includes retirement planning to help clients build for retirement by working to optimize their company and individual retirement plans, financial planning which includes helping clients plan for financial independence, funding education costs, and caring for aging parents and estate planning which includes the efficient transfer of assets to the next generation. Licenses Held: Series 7 General Securities Representative, Series 24 Securities Principal, Series 63 & Series 66 licenses. Securities licensed in the following states: Alabama, Arizona, California, Colorado, Florida, Georgia, Kentucky, Maryland, Massachusetts, Mississippi, Nevada, New York, North Carolina, Oregon Pennsylvania, South Carolina, Tennessee, Virginia. Personal: Originally from Lexington,VA. He is a graduate of Radford University in Radford, VA with a B.S. degree in marketing and finance. He spent his final semester of college on a scholarship to study international business at the University of Antwerp in Antwerpen Belgium. It was an educational experience that provided him an opportunity to see a lot of interesting things and places. One of the most memorable was to run with the bulls in Pamplona, Spain at the annual festival of San Fermin. He continues to enjoy traveling, having visited every state in the Continental US. These days he lives in Huntersville, NC with his wife of 10 years and their 2 sons. When he’s not working with his clients, he enjoys basketball, fishing with his dad, playing sports with his children, real estate investing, and he is a bit of a log home enthusiast.

Products & services

Similar companies nearby