Profiel
Alan Dalton Thomson worked as a Strategic Advisor at Mercer Advisors, Inc. from 2007 to 2008.
He then served as a Senior Financial Planner at RB&Co. Holdings LLC from 2002 to 2005.
Following that, he worked as a Financial Advisor at Merrill Lynch, Pierce, Fenner & Smith, Inc. from 2005 to 2007.
From 2010 to 2017, he held the position of Wealth Strategist at Terra Firma Financial LLC.
Currently, he is the Principal & Lead Advisor at Resource Planning Group Ltd.
starting from 2017.
Mr. Thomson completed his undergraduate degree at Davidson College in 1997.
Eerdere bekende functies van Alan Dalton Thomson
| Bedrijven | Functie | Einde |
|---|---|---|
Resource Planning Group Ltd.
 Resource Planning Group Ltd. Investment ManagersFinance Resource Planning Group Ltd. (RPG) is a SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by John Howard in 1991 and in 2022 they were acquired by Mercer Global Advisors, Inc., which is ultimately owned by Mercer Advisors, Inc. RPG provides wealth management and financial planning solutions to families, entrepreneurs and executives. | Algemeen Directeur | 01-11-2022 |
Terra Firma Financial LLC
 Terra Firma Financial LLC Investment ManagersFinance Terra Firma Financial LLC provides investment advice. The private company is based in Alpharetta, GA. | Corporate Officer/Principal | 01-09-2017 |
Mercer Advisors, Inc.
 Mercer Advisors, Inc. Investment ManagersFinance Mercer Advisors, Inc. engages in the provision of a wealth management solutions. It offers financial planning, investment management, estate planning, tax planning, and corporate trustee. The company was founded by Howard Rochestie, Gene Dongieux, and Kendrick Mercer in 1985 and is headquartered in Denver, CO. | Corporate Officer/Principal | 01-01-2008 |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Corporate Officer/Principal | 01-01-2007 |
RB&Co. Holdings LLC
 RB&Co. Holdings LLC Investment ManagersFinance RB&Co. Holdings LLC engages in the provision of investment services. It offers financial and estate planning, investment analysis and management, complete tax preparation and business services for individuals and organizations, fiduciary discharge and retirement plan services. The company was founded in 1979 and is headquartered in Roswell, GA. | Corporate Officer/Principal | 01-01-2005 |
Opleiding van Alan Dalton Thomson
| Davidson College | Undergraduate Degree |
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| Bedrijven in privébezit | 5 |
|---|---|
Mercer Advisors, Inc.
Mercer Advisors, Inc. Investment ManagersFinance Mercer Advisors, Inc. engages in the provision of a wealth management solutions. It offers financial planning, investment management, estate planning, tax planning, and corporate trustee. The company was founded by Howard Rochestie, Gene Dongieux, and Kendrick Mercer in 1985 and is headquartered in Denver, CO. | Finance |
RB&Co. Holdings LLC
RB&Co. Holdings LLC Investment ManagersFinance RB&Co. Holdings LLC engages in the provision of investment services. It offers financial and estate planning, investment analysis and management, complete tax preparation and business services for individuals and organizations, fiduciary discharge and retirement plan services. The company was founded in 1979 and is headquartered in Roswell, GA. | Finance |
Resource Planning Group Ltd.
Resource Planning Group Ltd. Investment ManagersFinance Resource Planning Group Ltd. (RPG) is a SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by John Howard in 1991 and in 2022 they were acquired by Mercer Global Advisors, Inc., which is ultimately owned by Mercer Advisors, Inc. RPG provides wealth management and financial planning solutions to families, entrepreneurs and executives. | Finance |
Terra Firma Financial LLC
Terra Firma Financial LLC Investment ManagersFinance Terra Firma Financial LLC provides investment advice. The private company is based in Alpharetta, GA. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Finance |
