Angela M. Thomson
Professional summary
Angela Marie Thomson MRS., CFP®, who also goes by Angela Thomson, is a registered financial advisor currently at COASTAL FINANCIAL PLANNING, INC. located in Lincoln, Rhode Island.
Angela is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Angela has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Angela Marie Thomson MRS.'s CRS (Customer Relationship Summary).
Certified licenses
Start date: 2000
Experience
June 7, 2007 - Present
COASTAL FINANCIAL PLANNING, INC.
Office #1: 640 George Washington Highway Suite 103; Building B, Lincoln, RI 02865-3935State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/10/2016)
(6/7/2007)
Current Firm
COASTAL FINANCIAL PLANNING, INC.
CRD#: 117649 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 54 |
| AUM (Assets Under Management) | $ 35,000,000 |
Red Flags
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Company Information
COASTAL FINANCIAL PLANNING, INC.
CRD#: 117649Lincoln, RI 02865-3935TRUST BUT VERIFY
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