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Loy T
Series 65
Charlotte, NC
Heritage Capital Partners, Inc.
Loy Thompson is a financial advisor at Heritage Capital Partners, Inc. in Charlotte, NC, with 21 years of industry experience. He holds a Series 65 designation and has worked as a consultant since 1999. Heritage Capital Partners provides investment advisory and portfolio management services primarily for individual clients, as well as charitable organizations and corporate clients. The firm manages approximately $78 million in discretionary assets across a concentrated client base and employs tailored strategies, including the use of derivatives within separately managed accounts.
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