William Thomas (CRD# 5091838) is an Investment Advisor Representative working at Secure Asset Management, LLC in Troy, MI and has over 17 years of experience in the finance industry. William Thomas 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.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aurora Securities, Inc. | Troy, MI | Mar 2017 - Current | 7 |
| William A Thomas - Thomas Financial | Troy, MI | Sep 2013 - Current | 10 |
| Secure Tax Service, LLC | Troy, MI | Mar 2012 - Current | 12 |
| Secure Asset Management, LLC | Troy, MI | Mar 2011 - Current | 13 |
| Secure Investors Group | Troy, MI | Mar 2011 - Current | 13 |
| Freshwater Asset Management | Utica, MI | Jun 2018 - Jul 2019 | 1 |
| Concorde Investment Services, LLC | Troy, MI | May 2015 - Dec 2016 | 1 |
| Gradient Securities, LLC | Arden Hills, MN | Oct 2013 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2006 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2010 |
- IL
- IN
- MI
- PA
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Total Assets Under Management600MILLIONS
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Total Number of Accounts3,698ACCOUNTS
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Average Account Value$162,135
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV
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