Elizabeth Thompson
Elizabeth Thompson is a registered investment advisor at Osaic Wealth, INC., based in Glen Allen, VA, with 25 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
301 Concourse Boulevard, Suite 140, Glen Allen, VA, 23059
Get directionsHistory
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
Elizabeth sells life, disability, and long-term care insurance as an independent agent, dedicating a few hours per week. She also serves as a director at Old Dominion Asset Management, Inc., a full-time commitment.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Old Dominion Asset Management INC.
LPL Financial LLCBroker
CUNA Brokerage Services, INC.Broker
CUNA Brokerage Services, INC.
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Old Dominion Asset Management INC.
H. Beck, INC.Broker
H. Beck, INC.
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
First Market Advisors, INC.
Fiserv Investor Services, INC.Broker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Wachovia Securities, INC.Broker
Primevest Financial Services, INC.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.