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Dick White Thompson

Advisor at Raymond James Financial — Paris, TN 1068 Mineral Wells Avenue

Updated today

Credentials

Series 66

Experience

11 years

Location

Paris, TN 38242

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,484

Across 2,974 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Dick Thompson is a financial advisor with Raymond James Financial, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at LPL Financial, Mass Mutual Investors Services, First Protective, and Proequities, Inc. He is also associated with FirstBank in Memphis, where he serves as a financial advisor and insurance agent. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.

Location

See office

Paris, TN 1068 Mineral Wells Avenue

1068 Mineral Wells Avenue

Paris TN 38242

Advisors at this office

1

Most active in

Tennessee · Texas

Work history

11 years of industry experience

Not Provided

2026 - Present • 1 year

Memphis, TN

Raymond James Financial Services, Advisory

2021 - Present • 5 years

Memphis, TN

FirstBank Investment Partners DBA

2021 - Present • 5 years

Memphis, TN

Raymond James Financial Services, Inc.

2021 - Present • 5 years

Memphis, TN

First Bank

2021 - Present • 5 years

Memphis, TN

LPL Financial

2020 - 2021 • 1 year

Memphis, TN

Mass Mutual Investors Services

2017 - 2020 • 3 years

Birmingham, AL

First Protective

2014 - 2017 • 3 years

Birmingham, AL

Proequities, Inc.

2014 - 2017 • 3 years

Birmingham, AL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Ashli N

ChFC®, Series 66

Paris, TN

Kingsview Wealth Management, LLC

Ashli Newcomb is a financial advisor at Kingsview Wealth Management, LLC with 12 years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Kingsview in 2022, she worked at Edward Jones from 2014 to 2022. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led planning combined with model-based and separately managed strategies.

College savings (529s, UTMA, etc.) Tax strategies for small businesses Options & derivatives strategies Founder/Business Owner Retired
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William J

Series 66

Paris, TN

LPL Financial

William Jelks Jr. is a financial advisor at LPL Financial with one year of industry experience. Prior to joining LPL, he worked at Commercial Bank and Trust Company and spent eight years with Derksen Portable Buildings. Outside of his advisory role, he serves as a football official in Paris, Tennessee. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Matthew P

Series 63, Series 66

Paris, TN

LPL Financial

Matthew Plumley is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at LPL Financial since 2018 and previously spent eight years at Invest Financial Corporation and five years at MSI Financial Services, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, including access to third-party asset managers and customized strategies, supported by operational tools such as machine learning, while overseeing over $819 billion in discretionary assets across more than 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Peter P

Series 63, Series 66

Paris, TN

Edward Jones

Peter Piskos is a financial advisor at Edward Jones with 32 years of industry experience. He has been with Edward Jones since 1992 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he owns and maintains a rental property in Paris, Tennessee. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Samuel M

Series 66

Paris, TN

Edward Jones

Samuel Mc Daniel is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Forever Communications and Commercial Bank and Trust Company. Outside of his advisory role, he has been a soccer official since 2009 and serves as a board member for the City of Paris Revolving Loan Fund. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Nolan P

Series 66

Paris, TN

Raymond James Financial

Nolan Poteete is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 10 years of industry experience. He has worked at CB&T Financial and Carroll Bank & Trust, where he also performs teller duties. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, and offers advisory programs supported by advanced analytical tools and a municipal advisory affiliation.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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