David Thompson is a registered investment advisor at Northstar Investment Partners, based in Alpharetta, GA, with 16 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 50 clients with $16M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Northstar Investment Partners is a fee-only advisor, meaning they are compensated directly by clients and do not receive commissions from selling investments. The fees for managing your investments are based on a percentage of the value of your portfolio. The specific percentage is not listed in this brochure.
Location
3255 North Point Parkway, Suite 103, Alpharetta, GA, 30005
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 →Employment History
Current Registrations
Northstar Investment Partners
Previous Registrations
Georgia Advisory Group LLC
Morgan Stanley
Morgan StanleyBroker
E*trade Capital Management, LLC
E*trade Securities LLCBroker
Investacorp Advisory Services INC
Investacorp, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.Broker
State Registrations1 state
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.