William Thomas (CRD# 2543210) is an Investment Advisor Representative working at Ascension Wealth Advisors, LLC in Mount Pleasant, SC and has over 26 years of experience in the finance industry.
CRD# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ascension Wealth Advisors, LLC | Mt. Pleasant, SC | Jun 2010 - Current | 13 |
| Sole Proprietor | Mt. Pleasant, SC | Jan 1998 - Feb 2020 | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1997 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2000 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- SC
- TN
- TX
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Total Assets Under Management23MILLIONS
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Total Number of Accounts95ACCOUNTS
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Average Account Value$244,211
- 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
- Educational seminars/workshops
SC, TN, TX
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