Taylor Thompson
Taylor Thompson is a registered investment advisor at Alphabit Investments, LLC, based in Mesa, AZ, with 10 years of industry experience. Taylor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients with $6.6M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Mesa, AZ
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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
Taylor is involved in insurance sales, dedicating about 10% of their time to this activity. Taylor is also the CEO of AlphaBit Investments, LLC, which sponsors and manages an ETF, and an investment adviser representative with Terra Wealth Management, LLC.
Employment History
Current Registrations
Alphabit Investments, LLC
Oasis Advisors
Previous Registrations
Terra Wealth
Primerica Advisors
PFS Investments INC.Broker
State Registrations3 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.