Anne Thompson, CRPC™

Wealth Advisor at Ballentine Capital Advisors
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Languages
  • English Native or bilingual proficiency
Skills

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Chartered Retirement Planning Counselor™ or CRPC™
    College for Financial Planning
    May, 2021
    - Nov, 2024
  • Series 66
    FINRA
    Nov, 2015
    - Nov, 2024
  • Series 7
    FINRA
    Aug, 2015
    - Nov, 2024

Experience

  • Ballentine Capital Advisors
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Wealth Advisor
      • Mar 2023 - Present

  • Charles Schwab
    • United States
    • Financial Services
    • 700 & Above Employee
    • VP - Financial Consultant
      • May 2019 - Present

      Representatives may only conduct business with residents of the states for which they are properly licensed. Account specific questions and order requests cannot be addressed in this forum, please call us at 1-800-435-4000. Content posted on Schwab social media by third-parties is not adopted or endorsed by Schwab, and does not represent Schwab viewpoints. Testimonials should not be provided by investment advisory clients as they relate to advisory employees, products or services. Any 3rd party testimonials that are provided may not be representative of the experience of clients and is not a guarantee of future performance or success. Schwab reserves the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. This page and updates are for U.S. residents only. For other important information and disclosures please visit: http://www.aboutschwab.com/social-media-at-schwab Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

  • Merrill Edge
    • Financial Services
    • 700 & Above Employee
    • Financial Solutions Advisor
      • Sep 2017 - Mar 2019

  • Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • May 2015 - Sep 2017

      Anne was a Financial Advisor with Merrill Lynch. Anne was a Financial Advisor with Merrill Lynch.

Education

  • Western Carolina University
    Bachelor's Degree
    1989 - 1993

Community

You need to have a working account to view this content. Click here to join now