Thomas McWilliams, financial advisor Franklin NH
93 score

Thomas McWilliams

CRD Number: 1336226
Current Firm: Primerica Advisors

Thomas McWilliams (CRD# 1336226) is an Investment Advisor Representative working at Primerica Advisors in Franklin, NH and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Franklin, NH Apr 2006 - Current 10
Primerica Financial Services Franklin, NH Nov 2005 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2001
S65 NASAA Investment Advisors Law Examination Sep 2011
Contact Info for Thomas H. McWilliams
Phone Number: 800-544-5445
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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