Financial Specialists – Robert Thompson
Robert Thompson, CTFA
Assistant Vice President, Passumpsic Bank
Investment Advisor Representative, Registered
Representative - Osaic Institutions, Inc.*
Registered FINRA Series 7, 63 & 65
Robert brings a wealth of knowledge to the position having previously been with Community Financial Services Group as a Trust Officer for four and a half years, a Registered Representative for Cetera Advisor Networks for two years and a Registered Representative for LPL Financial for a year. He looks forward to working with customers in the Northeast Kingdom of Vermont to meet their financial planning goals.
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*Investment and insurance products and services are offered through Osaic Institutions, Inc. Member FINRA/SIPC. Passumpsic Financial Advisors is a trade name of the bank. Osaic Institutions and the bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
Not a deposit | Not insured by any government agency
Securities Offered Through Osaic Institutions, Inc. Member FINRA/SIPC
Not FDIC Insured | Not guaranteed by the bank | May go down in value