Lucy
Thompson
Zuraw Financial Advisors, LLC
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About this Advisor
Lucy Thompson is a financial advisor based in Atlanta, Georgia, working with Zuraw Financial Advisors, LLC. Lucy has previously held positions at Dartmouth Tuck School Of Business, Zuraw Financial Advisors, Delta Airlines, Cardlytics, Mcmaster-Carr, and Delta Air Lines. Lucy has passed the Series 65 regulatory exam and is registered to provide services in Georgia. Currently, Lucy is part of Zuraw Financial Advisors, LLC, which operates out of Atlanta, Georgia. The firm has one office and two employees. The firm manages assets totaling $424.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Zuraw Financial Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Zuraw Financial Advisors, LLC Brokerage Details
$424,753,741
2
722
$588,302
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Lucy Thompson Work History
Delta Air Lines
Zuraw Financial Advisors
Delta Airlines
Dartmouth Tuck School Of Business
Cardlytics
Mcmaster-Carr
Disclosures
Please visit the SEC profile of Lucy Thompson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Zuraw Financial Advisors, LLC
Atlanta, GA
Greensboro, NC
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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