Advisors at this firm
Nathan T
Series 63, Series 65
Wexford, PA
4 Th River Financial Group, Inc.
Nathan Thompson is a financial advisor at 4th River Financial Group, Inc. in Wexford, PA, holding Series 63 and Series 65 licenses with 17 years of industry experience. He is also an Independent Insurance Agent with Financial Independence Group in Cornelius, NC. 4th River Financial Group provides portfolio management and financial planning services to individuals, high-net-worth individuals, and corporate clients, focusing on non-discretionary management of common investment instruments. The firm offers an active subscription newsletter and client educational seminars, with investment decisions guided by tailored written Investment Policy Statements.
Lynn J
Series 63, Series 65
Wexford, PA
4 Th River Financial Group, Inc.
Lynn Johnson is a financial advisor with 16 years of industry experience, currently with 4 Th River Financial Group, Inc. She holds Series 63 and Series 65 licenses and previously worked at Whitney and Associates. Johnson serves as President and Chairman of the Board for the Connor Johnson Memorial Fund, a nonprofit focused on educating teens about the hazards of distracted driving. 4th River Financial Group provides portfolio management and financial planning services to individuals, high-net-worth clients, and corporate accounts. The firm emphasizes non-discretionary management using a written Investment Policy Statement and combines various analytical methods to guide investment decisions, while also offering a subscription newsletter and client educational seminars.
Ronald S
Series 63, Series 65
Wexford, PA
4 Th River Financial Group, Inc.
Ronald Smith is a financial advisor with 16 years of industry experience, currently serving at 4 Th River Financial Group, Inc. He holds Series 63 and Series 65 licenses and has worked at Whitney & Associates since 2016. In addition to his advisory role, he is also an insurance agent involved with Whitney & Associates and Financial Independence Group, focusing on insurance and annuity products. 4th River Financial Group provides portfolio management and financial planning services to individuals, high-net-worth individuals, and corporate clients. The firm emphasizes non-discretionary management guided by tailored Investment Policy Statements and offers an active newsletter with buy/sell recommendations and complimentary educational seminars.
Craig T
Series 63, Series 65
Wexford, PA
4 Th River Financial Group, Inc.
Craig Thompson is a financial advisor with 17 years of industry experience at 4th River Financial Group, Inc. He holds Series 63 and Series 65 licenses and has worked concurrently with Whitney and Associates and Financial Independence Group. He is also an independent insurance agent affiliated with both Financial Independence Group and Whitney and Associates. 4th River Financial Group provides portfolio management and financial planning services to individuals, high-net-worth individuals, and corporate clients. The firm employs a non-discretionary approach based on tailored Investment Policy Statements and combines various analytical methods for investment selection, offering clients an active subscription newsletter and educational seminars.