Unclaimed Profile

David Lee Thompson

INVESTRUST CONSULTING, LLC·OKLAHOMA CITY, Oklahoma

Series 65Clean record12 years registeredINVESTRUST CONSULTING, LLC

5100 N CLASSEN BOULEVARD, OKLAHOMA CITY, OK 73118CRD# 6067574Firm CRD# 108037

Profile Verification

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

Identity

David Lee Thompson · OKLAHOMA CITY, OK

Registration

CRD #6067574 · INVESTRUST CONSULTING, LLC · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: INVESTRUST CONSULTING, LLC

INVESTRUST CONSULTING, LLC

Sep 2013 – Aug 2020

OKLAHOMA CITY, OK

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 16, 2013

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INVESTRUST CONSULTING, LLC

CRD 108037 · SEC 801-55942

AUM

$563M

Regulatory assets under management

Employees

11 client accounts

Services offered by INVESTRUST CONSULTING, LLC

Per Form ADV

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Nonprofits & Foundations

View all advisors at INVESTRUST CONSULTING, LLC →

Introduction

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Frequently Asked Questions

What services does David Lee Thompson offer?

David Lee Thompson specializes in Wealth Management.

What are David Lee Thompson's credentials?

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

Where is David Lee Thompson located?

David Lee Thompson is based in OKLAHOMA CITY, Oklahoma, last registered with INVESTRUST CONSULTING, LLC.

How does David Lee Thompson charge for services?

David Lee Thompson's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage of assets under advisement-consulting. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INVESTRUST CONSULTING, LLC?

INVESTRUST CONSULTING, LLC has approximately 9 employees and manages $563M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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