![Alan Dalton Thomson](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Alan Dalton Thomson worked as a Strategic Advisor at Mercer Advisors, Inc. from 2007 to 2008.
He then served as a Senior Financial Planner at RB&Co. Holdings LLC from 2002 to 2005.
Following that, he worked as a Financial Advisor at Merrill Lynch, Pierce, Fenner & Smith, Inc. from 2005 to 2007.
From 2010 to 2017, he held the position of Wealth Strategist at Terra Firma Financial LLC.
Currently, he is the Principal & Lead Advisor at Resource Planning Group Ltd. starting from 2017.
Mr. Thomson completed his undergraduate degree at Davidson College in 1997.
Anciens postes connus de Alan Dalton Thomson
| Sociétés | Poste | Fin |
|---|---|---|
Resource Planning Group Ltd.
 Resource Planning Group Ltd. Investment ManagersFinance RPG applies a disciplined systematic process which seeks to exploit empirically persistent factors such as value, momentum, trend, carry, capitalization, and low beta, among others. Their portfolio management approach is based largely on academic research and long-term empirical evidence of the factors which explain return and risk. The firm constructs broadly diversified investment portfolios using a consistent application of the discipline and generally employing low-cost investment vehicles to gain exposure to various asset classes. They employ technical analysis primarily to apply dynamic risk management for the growth assets in client portfolios. | Directeur Général | 01/11/2022 |
Terra Firma Financial LLC
 Terra Firma Financial LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 01/09/2017 |
Mercer Advisors, Inc.
 Mercer Advisors, Inc. Investment ManagersFinance Provides financial, estate and tax planning, insurance, corporate trustee & trust administration services | Corporate Officer/Principal | 01/01/2008 |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/01/2007 |
RB&Co. Holdings LLC
 RB&Co. Holdings LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 01/01/2005 |
Formation de Alan Dalton Thomson
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
98
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Davidson College
 Davidson College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Mercer Advisors, Inc.
Mercer Advisors, Inc. Investment ManagersFinance Provides financial, estate and tax planning, insurance, corporate trustee & trust administration services | Finance |
RB&Co. Holdings LLC
RB&Co. Holdings LLC Investment ManagersFinance Provides investment advice | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Resource Planning Group Ltd.
Resource Planning Group Ltd. Investment ManagersFinance RPG applies a disciplined systematic process which seeks to exploit empirically persistent factors such as value, momentum, trend, carry, capitalization, and low beta, among others. Their portfolio management approach is based largely on academic research and long-term empirical evidence of the factors which explain return and risk. The firm constructs broadly diversified investment portfolios using a consistent application of the discipline and generally employing low-cost investment vehicles to gain exposure to various asset classes. They employ technical analysis primarily to apply dynamic risk management for the growth assets in client portfolios. | Finance |
Terra Firma Financial LLC
Terra Firma Financial LLC Investment ManagersFinance Provides investment advice | Finance |
