William Thompson
William Thompson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Annapolis, MD, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
170 Jennifer Road, Suite 140, Annapolis, MD, 21401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is a member of the Finance/Investment Committee for Calvary United Methodist Church, dedicating minimal time. He also works as an independent contractor for Long Financial Services, Inc., spending minimal time monitoring client accounts, reviewing asset allocations, placing trades, and communicating with clients.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Robert Thomas Securities, INCBroker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations7 states
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