AT
CFP
AT
CFP

Alexander Thompson

9 Years of Experience
Melbourne, FL
Broker

Alexander Thompson is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Melbourne, FL, with 9 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

709 S. Harbor City Blvd, Suite 510, Melbourne, FL, 32901

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Raymond James & Associates, INC.
January 2023 - Present · 3 yrs 4 mos
Raymond James & Associates, INC.Broker
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
One + One Wealth Management, LLC
November 2020 - January 2023 · 2 yrs 2 mos
Raymond James & Associates, INC.
September 2017 - December 2020 · 3 yrs 3 mos
Raymond James & Associates, INC.Broker
September 2017 - December 2020 · 3 yrs 3 mos
Strategic Advisers, INC.
May 2017 - July 2017 · 2 mos
Fidelity Brokerage Services LLCBroker
September 2016 - July 2017 · 10 mos
State Registrations1 state
FL
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.