David Thompson

David Thompson

Senior Vice President - Branch Director, Financial Advisor at RBC Wealth Management
Newport Beach, California, United States

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Work Experience

RBC Wealth Management

Senior Vice President - Branch Director, Senior Portfolio Manager - Portfolio Focus Advisor

2009-03-01 - Present

Merrill Lynch, a subsidiary of Bank of America

Financial Advisor

1998-06-01 - 2009-03-01

Skills

wealth management life insurance living benefits insurance retirement solutions estate planning financial planning retirement planning high net worth corporate solutions financial services annuities segregated funds business solutions

Languages

No Languages Available