Reed Thompson
Reed Thompson is a CFP, ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Woburn, MA, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
400 Unicorn Park Drive, 1st Flr, Woburn, MA, 01801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Reed sells fixed insurance products through Touchpoint Financial Advisor Group. Reed is also the owner of RBA & RPT, Inc., an operating entity, and acts as a trustee/co-trustee for non-family members' trusts.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations17 states
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