Advisor at R.D. Thompson Investments
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Firm
R.D. Thompson Investments
Location
Salt Lake City, UT 84102
Credentials
CFA®
Industry experience
22 years
Robert Thompson is the sole advisor at R.D. Thompson Investments in Salt Lake City, UT. He holds the CFA® designation and has 22 years of industry experience, having been with the firm since 1984. R.D. Thompson Investments is an independent advisory firm managing approximately $97.6 million for about 30 individual clients. The firm provides personalized portfolio management and investment advisory services, with the adviser directly handling all aspects of portfolio construction, account reviews, trading, and compliance.
807 E. South Temple Suite 202
Salt Lake City, UT 84102
Utah
R.D. Thompson Investments
1984 - Present (42 years)
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Real estate agent
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Other specialized services
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