Sallie Thompson
Sallie Thompson is a CFP, PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Washington, DC, with 28 years of industry experience. Sallie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Washington, DC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Sallie is an independent insurance agent with Avantax Insurance Services, dedicating about 10-20% of her time to providing insurance services. She also owns Sallie Mullins Thompson, CPA PLLC, where she spends nearly full-time providing accounting, payroll, tax, and business consulting services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Advisory Services
Avantax Investment Services, INC.Broker
MML Investors Services, LLCBroker
Aig Financial Advisors, INC.Broker
American General Securities IncorporatedBroker
Dominion Investor Services, INC.Broker
Allmerica Investments, INC.Broker
State Registrations6 states
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