William Thompson IiiCRD Number: 4443407
Current Firm: Litman Gregory Wealth Management, LLC
William Thompson Iii (CRD# 4443407) is an Investment Advisor Representative working at Litman Gregory Wealth Management, LLC in Larkspur, CA and has over 20 years of experience in the finance industry.
Polaris Wealth Advisory Group
Monetary Management Corporation
Perigon Wealth Management, LLC
|Litman Gregory Asset Management, LLC||Larkspur, CA||Oct 2019 - Current||2|
|Cambridge Associates||Boston, MA||Aug 2007 - Oct 2019||12|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2020|
|S63||Uniform Securities State Law Examination||Oct 2001|
Total Assets Under Management2,329MILLIONS
Total Number of Accounts1,737ACCOUNTS
Average Account Value$1,340,574
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, FL, HI, IL, LA, MA, MN, NE, NH, NV, NY, TX, VA, WA
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