HT
ChFC
HT
ChFC

Henry Thompson

53 Years of Experience
Corpus Christi, TX
BrokerSells Insurance

Henry Thompson is a ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Corpus Christi, TX, with 53 years of industry experience. Henry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3940 advisors
Number of Clients
361,213 clients
Average Client Portfolio
$384K average
Assets Under Management
$138.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

500 N Water St., Ste, 400, Corpus Christi, TX, 78401

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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

Henry is an independent insurance agent selling life, health, and long-term care products, dedicating a few hours per week to this activity. He also serves as Chairman of the Finance Committee for First United Methodist Church, is an advisory representative of a RIA, part owner of a family ranch, board member of a sport/fitness/gaming company, and an agent using a DBA, Benkendorfer Investment Group, which takes nearly full-time.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
June 2012 - Present · 14 yrs 4 mos
Cambridge Investment Research Advisors, INC.
June 2012 - Present · 14 yrs 4 mos
Previous Registrations
Ameriprise Financial Services, INC.
December 1986 - June 2012 · 25 yrs 6 mos
Ameriprise Financial Services, INC.Broker
January 1973 - June 2012 · 39 yrs 5 mos
Ids Life Insurance CompanyBroker
January 1973 - July 2006 · 33 yrs 6 mos
Ids Financial Services INC.Broker
January 1973 - December 1986 · 13 yrs 11 mos
State Registrations1 state
TX
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.
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