WT
CFA · CFP
WT
CFA · CFP

William Howard Thompson

19 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
195 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$214.1M

Fee Structure

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Location

4415 Shores Drive, Suite 250, Metairie, LA, 70006-6804

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Crescent Sterling LTD.
May 2006 - Present · 19 yrs 9 mos
State Registrations3 states
ALLATX
Advisor
Exams
No exam information available for this advisor.