William ThomasCRD Number: 1862588
Current Firm: Client One Securities LLC
William Thomas (CRD# 1862588) is an Investment Advisor Representative working at Client One Securities LLC in Buckhannon, WV and has over 29 years of experience in the finance industry.
Voya Financial Advisors, Inc.
Ameriprise Financial Services, Inc.
J.p. Morgan Securities LLC
|Client One Securities, LLC||Buckhannon, WV||Feb 2016 - Current||2|
|Sagepoint Financial, Inc.||Bridgeport, WV||Jan 2016 - Feb 2016||< 1|
|Sagepoint Financial, Inc.||Bridgeport, WV||Aug 2014 - Jan 2016||1|
|Metlife Securities Inc.||Bridgeport, WV||Jan 1989 - Aug 2014||25|
|Metropolitan Life Insurance Company||Bridgeport, WV||Jan 1989 - Jul 2007||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1988|
Total Assets Under Management263MILLIONS
Total Number of Accounts2,124ACCOUNTS
Average Account Value$123,641
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, CT, DC, FL, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MN, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV
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