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Ronald Thompson

24 Years of Experience
Macomb, MI
BrokerSells Insurance

Ronald Thompson is a registered investment advisor at LPL Financial LLC, based in Macomb, MI, with 24 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

20381 Hall Road, Macomb, MI, 48044

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Ronald operates under the DBA America Group Retirement Strategy Centers for his LPL business, dedicating full-time hours to it. He is also a Wealth Planner for Producers Choice, selling non-variable insurance, dedicating a few hours per week.

Employment History
Current Registrations
LPL Financial LLC
May 2016 - Present · 10 yrs
LPL Financial LLC
May 2016 - Present · 10 yrs
LPL Financial LLCBroker
May 2016 - Present · 10 yrs
Previous Registrations
The Huntington Investment Company
October 2014 - May 2016 · 1 yr 7 mos
The Huntington Investment CompanyBroker
October 2014 - May 2016 · 1 yr 7 mos
LPL Financial LLC
April 2011 - October 2014 · 3 yrs 6 mos
LPL Financial LLCBroker
February 2011 - October 2014 · 3 yrs 8 mos
Cuso Financial Services, L.P.Broker
May 2006 - February 2011 · 4 yrs 9 mos
The Huntington Investment CompanyBroker
August 2001 - May 2006 · 4 yrs 9 mos
State Registrations5 states
COFLKYMINM
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Ronald Thompson - Financial Advisor | TrueAdvisor