Sydney Thompson is a registered investment advisor, based in Alpharetta, GA, with 4 years of industry experience.
Location
2400 Lakeview Parkway, Suite 550, Alpharetta, GA, 30009
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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
Sydney is an Investment Advisor Representative (IAR) with Merit Financial Group LLC, spending nearly full-time servicing clients. Sydney also works as an insurance agent selling fixed/traditional insurance products, dedicating minimal time to this activity, and coaches a volleyball team about a few hours per week.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Merit Financial Advisors
Previous Registrations
LPL Financial LLCBroker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
State Registrations33 states
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