Robert Thompson is a registered investment advisor, based in Oakland, NJ, with 34 years of industry experience.
Location
169 Ramapo Valley Road, Suite Ml-2, Oakland, NJ, 07436
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is self-employed, preparing individual tax returns and providing tax consulting services since 1994, dedicating a few hours per week. He is also an assistant/manager at Thompson & Thompson Consulting Inc., a financial planning business, taking about half of his time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
C.J.M. Asset Management, LLC
C. J. M. Planning CORP.Broker
State Registrations27 states
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