GT
GT

George Thompson

29 Years of Experience
Sells Insurance

George Thompson is a registered investment advisor at Redhawk Wealth Advisors, INC., based in Culver City, CA, with 29 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 3,283 clients with $1.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
48 advisors
Number of Clients
3,283 clients
Average Client Portfolio
$560K average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:$1K

Redhawk Wealth Advisors charges a fee based on a percentage of the assets they manage for you. This fee covers investment advice, trade entry, and account maintenance. The exact fee is detailed in your Investment Management Agreement and can vary based on the size and complexity of your portfolio. Starter accounts (less than $5,000) are charged a flat $50 annual fee. A technology fee is also applied: $5/month for accounts over $10,000 and $2.50/month for accounts under $10,000.

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Location

400 Corporate Pointe, Ste. 300, Culver City, CA, 90230

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

George is the President of Thompson Wealth Management, a registered investment advisor, and spends nearly full-time on this role. He also owns Prosperity Publishing, GT and Associates (real estate and coaching, ministry/public speaking), and is Treasurer for USA Volleyball; he dedicates minimal time to these activities. George assists people with insurance products including life, annuities, health, disability, and long-term care.

Employment History
Current Registrations
Redhawk Wealth Advisors, INC.
December 2023 - Present · 2 yrs 4 mos
Thompson Wealth Management, INC.
January 2006 - Present · 20 yrs 3 mos
Previous Registrations
Securities America, INC.Broker
September 2020 - June 2023 · 2 yrs 9 mos
Ssn Advisory, INC.
January 2005 - April 2007 · 2 yrs 3 mos
Securities Service Network, LLCBroker
January 2005 - September 2020 · 15 yrs 8 mos
Citigroup Global Markets INC.
March 1998 - February 2005 · 6 yrs 11 mos
Citigroup Global Markets INC.Broker
March 1998 - February 2005 · 6 yrs 11 mos
Copeland Equities, INC.Broker
January 1997 - March 1998 · 1 yr 2 mos
State Registrations3 states
CAGATX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.