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Paladin Research Report For:

Scott Thompson

Clipper Wealth Management, LLC

16170 Jones Maltsberger Rd. #102
San Antonio, TX 78247
210-491-2319

About Scott Thompson

Clipper Wealth Management, LLC is an independent financial management organization. Our specialty is to provide custom wealth management strategies that are objective to individuals, families and trusts . We help develop financial plans to take full advantage of all income, tax and growth opportunities that are consistent with a clients goals and risks. Each person and their circumstances are unique&so are their plans.

See Disclosures

General Information

Firm Start Year
  • 2008
No. of Employees
  • 5-9

Compliance

Qualifications & Membership

Compensation and Fees

Education

Bachelors - Business Management
  • University of Texas - San Antonio
    09/01/1988 -12/10/1992

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.


LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

Inquire With Scott