Banner Wealth and Investment Services - Tonya Thompson

 

As an LPL Investment Advisor Representative, Tonya Thompson values strategies that serve her clients today and through the years to come. She has worked in the financial industry for more than 30 years and stays current on matters that impact her clients.

 

A customized approach

Tonya believes a diverse portfolio is the smart way to preserve and grow your nest egg, though she has no preset ideas about the ideal investment mix for you. Rather, she takes time to understand your needs, interests and goals, as well as your comfort with various investments, and applies her experience to develop a thoughtful, personalized strategy for you.

Analytical and detail-minded, Tonya blends compassion with candor in discussing delicate matters such as end-of-life planning. She will gladly consult your attorney or tax advisor with the goal to maximize efficiencies for your income level.

 

A path to your future

Tonya welcomes the opportunity to develop a customized investment strategy for you. She is based in Roseburg, Oregon, and regularly meets with clients throughout Douglas and Coos Counties.

 

A qualified, trusted representative

Certifications: FINRA Series 7, 24, 31, 51, 63 and 66, registered through LPL Financial
Long-Term Care and Health Insurance Licenses: Oregon
LPL Investment Advisor Representative and State Securities Registrations in numerous states

 

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA| SIPC). Insurance products are offered through LPL or its licensed affiliates. Banner Bank and Banner Wealth and Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Banner Wealth and Investment Services, and may also be employees of Banner Bank. 

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Banner Bank ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please see the LPL Financial Form CRS and visit LPL Financial for more detailed information.