First Command Summerville
Dave Thompson
First Command Financial Advisor
Contact
(843) 871-0383
(843) 871-0706
208 West 7th North St.
Summerville, South Carolina, 29483
About Dave
Dave joined First Command Financial Services as a Financial Advisor in June 2007. Previously, he worked at American Pensions, Inc as a 401(k) consultant.
A graduate of Charleston Southern University with a Bachelor of Arts degree and a Master of Business Administration degree, Dave is a Certified Financial Planner & Trade professional. He holds Series 6 and 63 securities licenses plus state life and health insurance licenses in South Carolina, North Carolina and Virginia.
Understanding that the single most powerful contributor to financial well-being is behavior, Dave works closely with his clients to develop personalized financial plans that reflect their values, address their priorities and support their goals. Each plan includes recommendations for specific financial products and services to support those goals. And through ongoing planning to address changes in one's financial and personal circumstances, Dave is ready to assist clients as they pursue their goals through a lifetime financial journey. Having witnessed the financial difficulties resulting from the loss of a family member, Dave is committed to helping others prepare thoughtfully for the financial well-being of their loved ones. Dave is a member of the Financial Planning Association and the National Federation of Independent Business.
In his free time, he enjoys coaching his children's sports teams, traveling, trying new restaurants and serving as a small group leader at Seacoast Church.
A graduate of Charleston Southern University with a Bachelor of Arts degree and a Master of Business Administration degree, Dave is a Certified Financial Planner & Trade professional. He holds Series 6 and 63 securities licenses plus state life and health insurance licenses in South Carolina, North Carolina and Virginia.
Understanding that the single most powerful contributor to financial well-being is behavior, Dave works closely with his clients to develop personalized financial plans that reflect their values, address their priorities and support their goals. Each plan includes recommendations for specific financial products and services to support those goals. And through ongoing planning to address changes in one's financial and personal circumstances, Dave is ready to assist clients as they pursue their goals through a lifetime financial journey. Having witnessed the financial difficulties resulting from the loss of a family member, Dave is committed to helping others prepare thoughtfully for the financial well-being of their loved ones. Dave is a member of the Financial Planning Association and the National Federation of Independent Business.
In his free time, he enjoys coaching his children's sports teams, traveling, trying new restaurants and serving as a small group leader at Seacoast Church.
Dave Focuses in:
- Comprehensive financial planning
- Investment strategies
- Risk management
- Debt management
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This material contains a testimonial from a client of First Command Financial Services, Inc. and/or its affiliated entities (together "First Command"). The testimonial was provided by the client on a strictly voluntary basis. First Command has not paid any direct or indirect compensation to the client for the testimonial and is unaware of any other material conflicts of interest. The testimonial may not be representative of the experience of other First Command clients and is no guarantee of future performance or success.