Gay F. Thompson,  CFP<sup>&reg;</sup> - Financial Advisor

Gay F. Thompson, CFP®

Financial Advisor

Per Stirling Capital Management

4800 Bee Caves Rd
Austin, TX 78746
FINANCIAL ADVISOR'S WEBSITE
(512) 628-2275 CONNECT WITH Gay
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General

Gay Thompson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Per Stirling Capital Management in Austin, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: TX, OH
  • Health/disability insurance: TX, OH
  • Fixed annuities: TX, OH
  • Variable annuities: TX, OH

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Advisory services offered through Per Stirling Capital Management. Brokerage services and securities offered through B.B. Graham & Co. Inc., member of FINRA/SIPC. Per Stirling and B.B. Graham & Co, Inc. are separate and otherwise unrelated companies.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Irregular Income, Mutual Funds, Getting Married, Insurance, Retirement, Stocks & Bonds, Startup, Succession Planning, Starting a Family, Long-term Care, Sudden Wealth, Nontraditional Households, Women's Finances

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