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Laurie Ann Thompson

SELECT PORTFOLIO MANAGEMENT INC·ALISO VIEJO, California
Unclaimed Profile
120 VANTIS DRIVE, ALISO VIEJO, CA 92656CRD# 1483612Firm CRD# 107228
01

About

Laurie Ann Thompson is a registered financial advisor based in ALISO VIEJO, California, affiliated with SELECT PORTFOLIO MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Client Types
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
SELECT PORTFOLIO MANAGEMENT INC
SELECT PORTFOLIO MANAGEMENT INC
AUM
—
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at SELECT PORTFOLIO MANAGEMENT INC →
Services
Financial planning
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1483612
Firm CRD# 107228
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Laurie Ann Thompson offer?
Laurie Ann Thompson specializes in Financial Planning. Contact their office in ALISO VIEJO, California for a consultation.
What are Laurie Ann Thompson's credentials?
Laurie Ann Thompson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Laurie Ann Thompson located?
Laurie Ann Thompson is based in ALISO VIEJO, California, working with SELECT PORTFOLIO MANAGEMENT INC. Their office serves clients in the ALISO VIEJO metropolitan area and surrounding communities.
How does Laurie Ann Thompson charge for services?
Laurie Ann Thompson's firm is compensated through hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SELECT PORTFOLIO MANAGEMENT INC?
SELECT PORTFOLIO MANAGEMENT INC has approximately 8 employees. The firm is registered with the SEC as an investment adviser.
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City Guides
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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