Loy Thompson is a registered investment advisor at Heritage Capital Partners,inc., based in Charlotte, NC, with 21 years of industry experience. Loy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 28 clients with $78M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
4500 Cameron Valley Parkway, Suite 245, Charlotte, NC, 28211
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Heritage Capital Partners,inc.
State Registrations1 state
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