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Randy Thompson M.B.A.

Copper Mountain Capital

5625 Cypress Creek Pkwy Suite 419

Houston, TX 77069
(832) 7562142

About Copper Mountain Capital

My passion is to help people create and defend their wealth. I enjoy working in partnership with my clients to bring creative financial design ideas to the table in the areas of investment, estate, retirement and business owner planning while using tax reduction strategies necessary for wealth management. I am a student of the financial markets and use my experience plus state of the art evaluation tools to help solve my client's financial problems and help them toward a brighter financial future.

Randy specializes in service to professionals, foundations, retirees and owners of privately owned businesses in the areas of investment, retirement and estate planning, wealth creation and wealth preservation. His work includes identifying and resolving complex financial planning problems which help his clients toward achieving their financial objectives. He oversees client assets in excess of $130 million. Prior to founding Copper Mountain Capital, Randy has spent over 15 years serving clients at Lincoln Financial Advisors and has managed investment portfolios as large as $1.5 billion. Randy holds a Masters degree in Business Administration from the Wharton School of Business at the University of Pennsylvania and graduated Magna Cum Laude with a Bachelors degree in economics from the University of Colorado.

Securities offered through J.W.Cole Financial, Inc.(JWC) Member FINRA/SIPC. Advisory services offered through J.W.Cole Advisors, Inc. (JWCA). JWC/JWCA and Copper Mountain Capital are unaffiliated entities

General Information

Firm Start Year

2004

No.of Employees

2-4

CRD#

4627139

Firm CRD#

124583

Insurance License#

1212854

States Licensed in

TX,CO, AK, VA, FL, IA, OH

Work Experience

I have over 20 years experience as a financial adviser.

I work with the following types of clients

Non-Profit Organizations, Individual Investors, Businesses, Investment Clubs

Services

Investment Types

Mutual Funds, Options & Futures, Alternative Investments, Exchange Traded Funds (ETFs), Insurance, Stocks, Commodities, Annuities, Bonds, Socially Responsible Investments (SRI)

I can meet clients in the following ways

Via phone, At my office, At your home, Video Conference, Via email, At your office

Qualifications & Membership

Securities Licenses

Series 7, Series 66, Series 6

Insurance and Annuity Licenses

Long Term Care, Variable Annuity, Life, Annuity, Disability, Variable Life

Firm Information

Advisor's Number of Clients

70

Advisor's Number of Managed Clients

50

Advisor's Number of Planning Clients

35

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts

$250,000

Education

MBA - Business

Wharton School University of Pennsylvania
1981 - 1983

BA- Magna Cum Laude - Economics

University of Colorado
1976 - 1980