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Nathan T
Series 63, Series 65
Wexford, PA
4 Th River Financial Group, Inc.
Nathan Thompson is a financial advisor at 4th River Financial Group, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and also serves as an Independent Insurance Agent with Financial Independence Group in Cornelius, NC. 4th River Financial Group provides investment supervisory services and financial planning to individuals, including high-net-worth clients, and business entities. The firm manages approximately $66.6 million across 301 client relationships, operating primarily on a non-discretionary basis with a focus on individualized Investment Policy Statements, a mix of analytical approaches, and quarterly account reviews.
Lynn J
Series 63, Series 65
Wexford, PA
4 Th River Financial Group, Inc.
Lynn Johnson is a financial advisor at 4th River Financial Group, Inc. with 17 years of industry experience. She holds Series 63 and Series 65 designations. Outside of her advisory role, she serves as President and Chairman of the Board for a nonprofit focused on educating teens about the hazards of distracted driving, organizing fundraising events such as a hockey tournament. 4th River Financial Group provides investment supervisory services and financial planning to individuals, including high-net-worth clients, and business entities. The firm manages approximately $66.6 million across about 301 client relationships, operating primarily on a non-discretionary basis and employing a blend of charting, fundamental, technical, and cyclical analysis within both long- and short-term trading strategies.
Ronald S
Series 63, Series 65
Wexford, PA
4 Th River Financial Group, Inc.
Ronald Smith is a financial advisor at 4 Th River Financial Group, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with 4 Th River Financial Group and Financial Independence Group since 2009, as well as Whitney & Associates since 2016. He is also active as an insurance agent for Whitney & Associates and Financial Independence Group, spending approximately 10 hours per month on insurance and annuity marketing. 4th River Financial Group provides investment supervisory services and financial planning to individuals and business entities, managing around $66.6 million in assets across approximately 301 client relationships. The firm operates primarily on a non-discretionary basis, employing a combination of charting, fundamental, technical, and cyclical analysis, and offers services such as personalized Investment Policy Statements, a client newsletter with trade recommendations, and periodic educational seminars.
Craig T
Series 63, Series 65
Wexford, PA
4 Th River Financial Group, Inc.
Craig Thompson is a financial advisor with 17 years of industry experience, currently affiliated with 4th River Financial Group, Inc. He holds Series 63 and Series 65 licenses and has a background that includes work at Whitney and Associates as well as serving as an independent insurance agent with Financial Independence Group and Whitney and Associates. 4th River Financial Group provides investment supervisory services and financial planning primarily on a non-discretionary basis to individuals and business entities, including high-net-worth clients. The firm manages approximately $66.6 million across 301 client relationships, offering portfolio management, customized investment policy statements, and educational seminars.
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