William ThomasCRD Number: 6495096
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
William Thomas (CRD# 6495096) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Raleigh, NC and has over 4 years of experience in the finance industry.
Ae Wealth Management, LLC
Townsend Asset Management Corp.
Raymond James & Associates, Inc.
|Bank Of America, N.a.||Cary, NC||Jul 2017 - Current||4|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Cary, NC||May 2017 - Current||4|
|Young Life Greensboro||Greensboro, NC||Aug 2016 - Apr 2017||< 1|
|Uncg||Greensboro, NC||Aug 2012 - May 2016||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Cary, NC||May 2015 - Jul 2015||< 1|
|Green Hope High School||Cary, NC||Aug 2008 - Jun 2012||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2017|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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