Andrew B Thompson, CFP®

VP - Financial Consultant

+1 513-337-5846

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

8 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2020-present
  • Associate Financial Consul, Charles Schwab, 2018-2020
  • Investment Consultant, Charles Schwab, 2018-2018
  • High Net Worth Professional, Charles Schwab, 2017-2018
  • Financial Professional, Charles Schwab, 2016-2018

Education

  • B.B.A. Finance, University of Kentucky

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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