Craig Thompson

CRD#

• 1667257

Firm CRD#

• 120017

Name of Broker/Dealer

• None (RIA Firm)

Name of Custodial Firm

• TD Ameritrade

States Licensed in

• LA, CA and TX

Years of Experience in Financial Services

• 31

Number of Years with Current Firm

• 19

Work Experience

• Craig Thompson began his career in 1987 working for a large mutual fund/brokerage firm. Five years later, he began working for an insurance company that provided financial planning, insurance and investment services. He became disenchanted by the failings of the buy-and-hold advice that his firm provided and so he began his own firm in 2002 which focused on technical analysis to help his clients achieve their investment goals without the large losses that are typical of a buy-and-hold strategy.
  
  Craig graduated from the University of Louisiana at Lafayette with a degree in Business Administration. He is a member of the National Association of Active Investment Managers, and the Chartered Market Technicians Association, and has been a frequent guest speaker on The Financial Advisors Radio Program on News Radio 600 KOGO. Ready to share his expertise, he has provided educational workshops for many large firms, including Solar Turbines, Millipore, IMED, and The San Diego Career Center.

Work with the following types of clients

• Non-Profit Organizations, Individual Investors, Businesses, Investment Clubs

Advisory Services Provided

• Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Investment Advice & Management, Financial Advice & Consulting