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Inactive

Lucy Thompson

Savant Wealth Management

Birmingham, AL

Rockford, IL

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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2024-09-26
  • AL RA
    APPROVED
    Since 2024-09-26

Branch Locations

101 25Th Street North Suite 100, Birmingham, AL 35203 • United States

190 Buckley Drive, Rockford, IL 61107 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Savant Wealth Management Rockford IL 07/2024 Present
Warren Averett Birmingham AL 01/2024 04/2024
Lake Homes Realty Birmingham AL 01/2022 02/2022
1818 Farms Huntsville AL 08/2018 05/2020
Country Club Of Birmingham Birmingham AL 05/2022 08/2022
Country Club Of Birmimgham Birmingham AL 05/2023 08/2023
Blossomwood Pool Huntsville AL 05/2018 08/2018
Huntsville High School Huntsville AL 08/2016 06/2020
Birmingham-Southern College Birmingham AL 08/2020 05/2024
  • 07/2024 → Present
    Savant Wealth Management
    Rockford, IL
  • 01/2024 → 04/2024
    Warren Averett
    Birmingham, AL
  • 01/2022 → 02/2022
    Lake Homes Realty
    Birmingham, AL
  • 08/2018 → 05/2020
    1818 Farms
    Huntsville, AL
  • 05/2022 → 08/2022
    Country Club Of Birmingham
    Birmingham, AL
  • 05/2023 → 08/2023
    Country Club Of Birmimgham
    Birmingham, AL
  • 05/2018 → 08/2018
    Blossomwood Pool
    Huntsville, AL
  • 08/2016 → 06/2020
    Huntsville High School
    Huntsville, AL
  • 08/2020 → 05/2024
    Birmingham-Southern College
    Birmingham, AL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-26
  • S65 Uniform Investment Adviser Law Examination
    2024-09-26

View on SEC IAPD

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PFS INVESTMENTS INC.
PMD ADVISORY
CETERA INVESTMENT ADVISERS LLC
NFSG CORPORATION
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
USA FINANCIAL SECURITIES LLC

Other Investors

THOMAS MICHAEL NOON
Susan Hunter Koski
Luke Banks
David Mathews
MARILYN ANN EDDINGS
JAMES IRA MCCORMICK
MELANIE SHIRLEY DICKINSON
BRENNA ROSE PRITCHETT

Other Offices

THRIVENT INVESTMENT MANAGEMENT INC. · BIRMINGHAM, AL
PFS INVESTMENTS INC. · HOOVER, AL
PMD ADVISORY · HOOVER, AL
CETERA INVESTMENT ADVISERS LLC · BIRMINGHAM, AL
CETERA INVESTMENT ADVISERS LLC · HOOVER, AL
NFSG CORPORATION · HOOVER, AL
STATE FARM INVESTMENT MANAGEMENT CORP. · Hoover, AL
PFS INVESTMENTS INC. · HOOVER, AL

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