Paul Thompson
Gestore di Portafoglio-Azioni presso Ascension Capital Advisors, Inc.
Profilo
Mr. Paul Thompson, Jr., is a Co-Portfolio Manager & Client Advisor at Ascension Capital Advisors, Inc. He sits on the board for Texas Center of the Missing and serves on their Emerging Leaders team.
He also is a volunteer for Houston Livestock Show and Rodeo as well as Yellowstone Academy.
Mr. Thompson began his career with Fidelity Investments in June 2011, where he provided clients with wealth anagement solutions specializing in investment guidance and retirement planning.
During his time at Fidelity, he met with over 500 clients whom he consulted about their financial needs and implemented strategies to help clients reach their goals.
Mr. Thompson holds a Bachelor of Arts from the University of Texas.
He is a registered investment advisory representative and received his Certified Financial Planner designation in March 2014.
Posizioni attive di Paul Thompson
Società | Posizione | Inizio |
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Ascension Capital Advisors, Inc.
Ascension Capital Advisors, Inc. Investment ManagersFinance Ascension Capital Advisors, Inc. (Ascension) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Houston, Texas. The firm was founded by Paul Thompson in 1997. Ascension offers investment management and comprehensive planning services to individuals, families, businesses, trusts and foundations. | Gestore di Portafoglio-Azioni | 01/12/2014 |
Formazione di Paul Thompson
The University of Texas at Austin | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
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Ascension Capital Advisors, Inc.
Ascension Capital Advisors, Inc. Investment ManagersFinance Ascension Capital Advisors, Inc. (Ascension) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Houston, Texas. The firm was founded by Paul Thompson in 1997. Ascension offers investment management and comprehensive planning services to individuals, families, businesses, trusts and foundations. | Finance |
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