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RT

Roger E. Thompson

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CRD#: 2771515
RT

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Roger Earl Thompson, who also goes by Roger Thompson, was a registered financial professional .

Roger is a previously registered financial professional and started their career in finance in 1997. Roger had worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 3 and Series 30 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Roger Thompson

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 17, 2007 - August 1, 2016

INVESTMENT ADVISORS CORP

RIA
CRD#: 117531
COUNCIL BLUFFS, IA
Past

April 1, 1999 - August 1, 2016

BROKER DEALER FINANCIAL SERVICES CORP.

BD
CRD#: 8073
WEST DES MOINES, IA
Past

January 10, 1997 - April 12, 1999

VACATION INVESTORS, INC.

BD
CRD#: 36496
WARRENVILLE, IL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 8/10/2007
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 30
Date: 1/24/1997
NFA Branch Manager Examination

Current Firm


IA
INVESTMENT ADVISORS CORP
A.O. WEALTH ADVISORY | PREFERRED WEALTH MANAGEMENT, LLC. | MAIN STREET ADVISORY GROUP | INVESTMENT ADVISORS CORP | IH MISSISSIPPI VALLEY CU INVESTMENT SERVICES | HOBSON FINANCIAL | CORE FINANCIAL SERVICES | CARMONY ASSET & WEALTH ADVISORS | BLACKSTONE WEALTH ADVISORS, LLC

CRD#: 117531 / SEC#: 801-69573

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Contact information


Main Address
140 So. 68th Street, West Des Moines, IA 50266
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

ADV PART 2 (6/27/2018)

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


INVESTMENT ADVISORS CORP

CRD#: 117531

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