Lawrence Thompson
Lawrence Thompson is a ChFC-designated registered investment advisor at VALIC Financial Advisors, INC., based in Jacksonville, FL, with 9 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
- Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
- The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
Location
10151 Deerwood Park Boulevard, Bldg. 300, Suite 315, Jacksonville, FL, 32256
Get directionsHistory
Regulatory History (1)
Judgment / Lien
January 2018Other Business ActivitiesSells Insurance
Lawrence assists with packaging, setting up, and manning a booth for The Purple Dolphin, which sells bath products, dedicating minimal time to this. Lawrence is also an agent for AGIA, selling non-securities insurance products, spending a few hours per week on this activity.
Employment History
Current Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations2 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.