Featured Business Financial Advisor in Houston, TX
Houston Financial Advisors
Financial Advisory
5625 Cypress Creek Pkwy Suite 419
Houston, TX 77069
(832) 756-2142
Advisor Profile
Randy Thompson M.B.A.
Name:  Randy Thompson M.B.A.
Phone Number:  (832) 756-2142
Website:  Visit Website

About Financial Advisory

My passion is to help people create and defend their wealth. I enjoy working in partnership with my clients to bring creative financial design ideas to the table in the areas of investment, estate, retirement and business owner planning while using tax reduction strategies necessary for wealth management. I am a student of the financial markets and use my experience plus state of the art evaluation tools to help solve my client's financial problems and help them toward a brighter financial future.

Randy specializes in service to professionals, foundations, retirees and owners of privately owned businesses in the areas of investment, retirement and estate planning, wealth creation and wealth preservation. His work includes identifying and resolving complex financial planning problems which help his clients toward achieving their financial objectives. He oversees client assets in excess of $130 million. Prior to founding Copper Mountain Capital, Randy has spent over 15 years serving clients at Lincoln Financial Advisors and has managed investment portfolios as large as $1.5 billion. Randy holds a Masters degree in Business Administration from the Wharton School of Business at the University of Pennsylvania and graduated Magna Cum Laude with a Bachelors degree in economics from the University of Colorado.

Securities offered through J.W.Cole Financial, Inc.(JWC) Member FINRA/SIPC. Advisory services offered through J.W.Cole Advisors, Inc. (JWCA). JWC/JWCA and Copper Mountain Capital are unaffiliated entities
 

General Information

CRD#:    4627139
Firm CRD#:    124583
SEC File#:    8-65698
Insurance License#:    1212854
States Licensed in:    TX,CO, AK, VA, FL, IA, OH
States Willing to do Business in:    Bellaire,Conroe,Cypress,Hockley,Houston,Humble,Katy,Kingwood,Magnolia,Pinehurst,Porter,Spring,Stafford,Sugar Land,Tomball,Galveston
Work Experience:    I have over 20 years experience as a financial adviser.
I work with the following types of clients:    Non-Profit Organizations, Individual Investors, Businesses, Investment Clubs
 

Services

Investment Types:    Mutual Funds, Options & Futures, Alternative Investments, Exchange Traded Funds (ETFs), Insurance, Stocks, Commodities, Annuities, Bonds, Socially Responsible Investments (SRI)
I can meet clients in the following ways:    Via phone, At my office, At your home, Video Conference, Via email, At your office
 

Qualifications & Memberships

Securities Licenses:    Series 7, Series 66, Series 6
Insurance and Annuity Licenses:    Long Term Care, Variable Annuity, Life, Annuity, Disability, Variable Life
 

Firm Information

Advisor's Number of Clients:    70
Advisor's Number of Managed Clients:    50
Advisor's Number of Planning Clients:    35
 

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts:    $250,000
 
 
 
Prepared By: Randy Thompson M.B.A.
 
 
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