Dave Thompson
Financial Advisor at Charles Schwab
- Role
- Financial Advisor at Charles Schwab
- Location
- Scottsdale, AZ, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Financial Advisor
May 2018 — Present · Phoenix, AZ, US
Education
South Dakota State University
Bachelor of Science (BS)
Skills
- Finra
- Financial Services
- Investment Advisory
- Etfs
- Securities
- Series 7
- Mutual Funds
- Asset Allocation
- Equities
- Series 63
- Wealth Management
- Retirement
- Investments
- Investment Strategies
- Bloomberg
- Portfolio Management
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