Stephen Tompkins
Wealth Advisor
Bio
“If it deals with a dollar sign, call me about it” – Stephen G. Tompkins
Since 1994, Stephen has built lasting relationships with individuals and businesses that have flourished through generations. His passion is delivering exceptional service and personalized advice, and he enjoys building lasting friendships with his clients.
Drawing on years of experience, he guides clients in envisioning and prioritizing their financial goals through the ever-evolving stages of life. He creates a personalized financial plan that looks at everything relating to the client’s financial future. Once goals are defined, he collaborates with his client’s CPA and attorney to implement a personally tailored plan that considers everything relating to their financial future.
His goal is to simplify his client’s financial life, to allow them to retire with the cash flow and the comfort they have worked so hard for, and to support them in building a lasting legacy for the ones they love. In return, he hopes they will call him first with any financial question or concern.
Raised in Clemson, South Carolina, Stephen graduated from The Citadel with a BS in Business Administration in 1994. He then returned to Clemson, marrying his high school sweetheart, Kathryn. They currently reside in Clemson with three wonderful girls, Bailey, Leah, and Crosby. Outside of the office, Stephen enjoys spending time with his family, traveling with friends, and golfing.
Registered Client Associate: Juliet Penna
stompkins@bbridgefin.com
864.900.3625
1011 Tiger Blvd., Suite 600, Clemson, SC 29631
Right capital login
Niche Markets
Education
individuals
(pre-and post- retirement)
businesses
multi-generational families
the citadel
B.S. Business Administration
1994
Services Include
but are not limited to
retirement income
planning
INVESTMENT
MANAGEMENT
asset
allocation
LONG-TERM
FINANCIAL PLANNING
401(K) ROLLOVER
SERVICES
Licenses & Registrations
Series 7
Series 9
Series 10
Series 63
Securities Registration States:
Insurance Registration States:
Series 7:
General Securities Registered Representative
Held with LPL Financial
Series 9:
General Securities Sales Supervisor- Options
Held with LPL Financial
Series 10:
General Securities Sales Supervisor - General
Held with LPL Financial
Series 63:
Uniform Securities State Agent
Held with LPL Financial
Securities Registration States:
AL, CA, CO, FL, GA, IL, MA, MD, MO, NC, NY, OH, SC, TX, VA, WI
Insurance Registration States:
SC, NC, VA, IL, CO, MO
General Securities Registered Representative
General Securities Sales Supervisor - Options
General Securities Sales Supervisor - General
Uniform Securities State Agent
AL, CA, CO, FL, GA, IL, MA, MD, MO, NC, NY, OH, SC, TX, VA, WI
SC, NC, VA, IL, CO, MO
Held with LPL Financial
Held with LPL Financial
Held with LPL Financial
Held with LPL Financial
check my background with finra
