ST
Steven Thompson
from Avantra Family Wealth, Inc.
Steven Thompson is a financial advisor based in Pennsylvania, Mechanicsburg,
with 22 years of experience. Steven currently works for
Avantra Family Wealth, Inc..
Steven maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Steven Thompson works at Avantra Family Wealth, Inc.
Avantra Family Wealth, Inc. is a financial advisory firm based in Mechanicsburg, Pennsylvania. It currently has approximately $123,146,417 of assets under management and employs about 6 people. Avantra Family Wealth, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
14 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
100 Sterling Parkway, Suite 107, Mechanicsburg, Pennsylvania, 17050
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