Banner Investment Services - Tonya Thompson

Close-up of person looking at financial spreadsheets and using a calculator
Tonya Thompson, LPL Investment Advisor Representative and LPL Financial Advisor

Phone: 541-440-2627
Email: tonya.thompson@lpl.com
Address: 350 NE Garden Valley Blvd., Roseburg, Oregon
Assisted by Shelly Highley: 541-440-2628, Toll Free: 866-770-2441

 

Check the background of investment professionals associated with this site on BrokerCheck® by FINRA

 

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 Insurance License: Oregon
Health Insurance License: Oregon and California
LPL Investment Advisor Representative and State Securities Registrations: Arizona, California, Colorado, Montana, Nebraska, North Dakota, Oklahoma, Oregon, Texas, Utah, Virginia, Washington and Wyoming

 

Areas of focus:

Families and individuals

  • Retirement planning
  • Insurance planning, including life and long-term care
  • Investment planning

Businesses and nonprofit organizations

  • Retirement planning
  • Insurance planning, including life and long-term care
  • Investment planning

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 Corporation and Banner Bank are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Banner Investment Services, and may also be employees of Banner Bank.These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Banner Bank or Banner Investment Services. Securities and insurance products offered through LPL or its affiliates are: 

Not FDIC Insured. |  No Bank Guarantee. |  May Lose Value. |  Not a Deposit.

Not insured by any Federal Government Agency.

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.

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