Thomas Williams, financial advisor Beachwood OH

Thomas Williams

CRD Number: 2019421
Current Firm: Mgo One Seven

Thomas Williams (CRD# 2019421) is an Investment Advisor Representative working at Mgo One Seven in Beachwood, OH and has over 34 years of experience in the finance industry. Thomas Williams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Mgo One Seven Dba Jtm Williams Capital Management Beachwood, OH Jul 2023 - Current < 1
Ameriprise Financial Services, Inc. Bridgeport, WV Sep 2005 - Jul 2023 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1990
Contact Info for Thomas R. Williams
Phone Number: 216-865-1700
Registered State(s):
  • WV
By the Numbers
  • Total Assets Under Management
    2,430
    MILLIONS
  • Total Number of Accounts
    10,151
    ACCOUNTS
  • Average Account Value
    $239,369
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, KY, LA, MA, MD, MI, MN, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WV

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