William Thomas, financial advisor Buckhannon WV
96 score

William Thomas

CRD 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 28 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Client One Securities, LLC Buckhannon, WV Feb 2016 - Current < 1
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
Contact Info for William M. Thomas
Phone Number: 913-814-6097
Registered State(s):
  • WV
By the Numbers
  • Total Assets Under Management
    263
    MILLIONS
  • Total Number of Accounts
    2,124
    ACCOUNTS
  • Average Account Value
    $123,641
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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