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An Insurance and Financial professional, Vance
joined FMC in 2002. He assists privately-held businesses, professionals and
their families develop financial strategies using tax-efficient
insurance and investment* options. Vances specialties include
Income and Asset Protection Strategies, Retirement and Estate
Analysis, Tax Reduction and Diversification Strategies, Exit/Succession and Deferred
Compensation
Strategies.
Born and raised in Southern California, Vance graduated from the
University of Southern California (USC) Marshall School of
Business with a Bachelor of Science degree in Finance, with an
emphasis in investments. He is active in the community through
the Newport Beach-Corona del Mar Kiwanis Club where he is a Past
President and a past member of the Board of Directors. He is
currently President of the Board of Directors for the USC
Marshall Alumni National Board. Vance regularly attends
and is involved with a variety of networking, political and
philanthropic organizations.
Vance is licensed in California, Connecticut, Oregon, Arizona, and Nevada for life, health and disability
income insurance and in long-term care insurance. He is a
Registered Representative of MML Investors Services, Inc. and
holds the NASD Series 7 (General Securities Representative), Series 6 (Investment Company/Variable Contract Products),
63 (Uniform Securities Agent state law), and 65 (NASAA
Investment Advisor)
registrations.
VANCE R. THOMPSON
CA Insurance License #:0D20681
OFFICE: 949-225-9444
MOBILE: 714-914-9163 |
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FMC Financial Group offers a full range of
services to help clients identify and realize their financial
goals. Our services include:
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Estate and retirement
analysis |
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Investment* and portfolio
analysis |
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Pensions and employee
benefit plans |
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Disability income
insurance analysis |
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Executive compensation
and business insurance plans |
Our strategy is to recommend products and
programs based on a clear understanding of each client's
individual needs, means, goals, temperament, and willingness
to handle risk.
* Vance Thompson is a registered representative of, and offers securities,
investment advisory and financial planning services through MML
Investors Services, Inc., member
SIPC. Supervisory office: 4695 MacArthur Court, Suite 1000,
Newport Beach, CA. 92660. Tel (949) 660-1717 |
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