Edward Jones- Financial Advisor: Kevin Thompson
Financial Service
Why pick this one
Edward Jones- Financial Advisor: Kevin Thompson offers WMCP®-designated wealth and retirement strategies, portfolio reviews, and intergenerational planning in Calabash.
Best for
- retirement income strategy planning
- retirement savings strategy planning
- portfolio reviews
- intergenerational planning
- clients seeking an introductory financial consultation
Look elsewhere if
- clients requiring weekend office appointments
Specialties
- wealth strategies
- retirement income strategies
- retirement savings strategies
- portfolio reviews
- intergenerational planning
Certifications
- Wealth Management Certified Professional® (WMCP®)
- Financial Paraplanner Qualified Professional® (FPQP®)
What makes them different
- Kevin Thompson holds the WMCP® designation
- Accepting new clients
- Offers portfolio reviews and intergenerational planning
- Office includes a Sr. Branch Office Administrator with the FPQP® designation
- Weekday office hours are listed at 10164 Beach Dr SW Suite 6 in Calabash
Distilled from this business's own website.
Contact & Location
- Address
- 10164 Beach Dr SW, Calabash, NC 28467-2738
- Phone
- +19109450763
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- kevin.a.thompson@edwardjones.com
Services
- financial advising
- wealth management
- retirement planning
- portfolio reviews
- investment account opening
- financial planning for major life events