Unclaimed Profile

Mary Jeanne Thompson

FINANCIAL ADVANTAGE INC·COLUMBIA, Maryland

Clean record14 years registeredFINANCIAL ADVANTAGE INC

10211 WINCOPIN CIRCLE, COLUMBIA, MD 21044-3308CRD# 6020089Firm CRD# 104610

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mary Jeanne Thompson · COLUMBIA, MD

Registration

CRD #6020089 · FINANCIAL ADVANTAGE INC · 14 years registered

Brand Profile

Not yet started

Career History

BUTTONWOOD FINANCIAL ADVISORS, INC.

Apr 2024 – present

REFRAME FINANCIAL PLANNING, LLC

Feb 2019 – Apr 2024

ELLICOTT CITY, MD

FAI WEALTH MANAGEMENT

Jan 2012 – May 2018

COLUMBIA, MD

Registrations & Exams

Registration record

First registered · January 24, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FINANCIAL ADVANTAGE INC

CRD 104610 · SEC 801-31624

AUM

$283M

Regulatory assets under management

Employees

672 client accounts

Services offered by FINANCIAL ADVANTAGE INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FINANCIAL ADVANTAGE INC →

Introduction

Speak with Mary

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Mary is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in COLUMBIA?

Browse all registered financial advisors in COLUMBIA, Maryland or claim this profile if it's yours.

Browse COLUMBIA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Mary Jeanne Thompson offer?

Mary Jeanne Thompson specializes in Financial Planning, Investment Management. Contact their office in COLUMBIA, Maryland for a consultation.

What are Mary Jeanne Thompson's credentials?

Mary Jeanne Thompson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mary Jeanne Thompson located?

Mary Jeanne Thompson is based in COLUMBIA, Maryland, working with FINANCIAL ADVANTAGE INC. Their office serves clients in the COLUMBIA metropolitan area and surrounding communities.

How does Mary Jeanne Thompson charge for services?

Mary Jeanne Thompson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FINANCIAL ADVANTAGE INC?

FINANCIAL ADVANTAGE INC has approximately 8 employees and manages $283M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →