Broker Check
Stephen G. Tompkins

Stephen G. Tompkins

Wealth Advisor

Address: 1011 Tiger Blvd., Suite 600, Clemson, SC 29631

“If it deals with a dollar sign, call me about it” – Stephen G. Tompkins

Since 1994, Stephen has built lasting relationships with individuals and businesses that have flourished through generations. His passion is delivering exceptional service and personalized advice, and he enjoys building lasting friendships with his clients.

Drawing on years of experience, he guides clients in envisioning and prioritizing their financial goals through the ever-evolving stages of life. He creates a personalized financial plan that looks at everything relating to the client’s financial future. Once goals are defined, he collaborates with his client’s CPA and attorney to implement a personally tailored plan that considers everything relating to their financial future.

His goal is to simplify his client’s financial life, to allow them to retire with the cash flow and the comfort they have worked so hard for*, and to support them in building a lasting legacy for the ones they love. In return, he hopes they will call him first with any financial question or concern.

 

Raised in Clemson, South Carolina, Stephen graduated from The Citadel with a BS in Business Administration in 1994. He then returned to Clemson, marrying his high school sweetheart, Kathryn. They currently reside in Clemson with three wonderful girls, Bailey, Leah, and Crosby. Outside of the office, Stephen enjoys spending time with his family, traveling with friends, and golfing.

 

Niche:

Individuals Pre- and Post-Retirement, Businesses, Multi-Generational Families

 

Education:

The Citadel

 Check my Background with FINRA

Series 7

General Securities Registered Representative

Held with LPL Financial

Series 9

General Securities Sales Supervisor - Options

Held with LPL Financial

Series 10

General Securities Sales Supervisor - General

Held with LPL Financial

Series 63            

Uniform Securities State Agent

Held with LPL Financial

Securities Registration States

AL, CA, CO, FL, GA, IL, MA, MD, NC, OH, SC, TX, VA

 

Insurance Registration States

SC, NC, VA, IL

 

 

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Independent Advisor Alliance, a registered investment advisor. Independent Advisor Alliance and Blackbridge Financial are separate entities from LPL Financial.

*All investing involves risk including loss of principal. No strategy assures success or protects against loss.