WT
WT

William Thompson

51 Years of Experience
Clinton, MS
Broker

William Thompson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Clinton, MS, with 51 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

604 Hwy 80 E, Suite B, Clinton, MS, 39056

Get directions

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.

Learn about disclosures →
Other Business Activities

William owns rental real estate property since 2006, dedicating a few hours per week to it. He owns the office building.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 6 mos
Raymond James Financial Services, INC.Broker
July 1986 - Present · 40 yrs
Previous Registrations
Raymond James Financial Services
May 2003 - January 2009 · 5 yrs 8 mos
Ids Marketing CorporationBroker
May 1974 - August 1986 · 12 yrs 3 mos
Ids Life Insurance CompanyBroker
May 1974 - August 1986 · 12 yrs 3 mos
Ids Financial Services INC.Broker
May 1974 - August 1986 · 12 yrs 3 mos
State Registrations21 states
ALARAZCOFLGAILINKYLAMDMSNCNYOHPASCTNTXVAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
William Thompson - Financial Advisor | TrueAdvisor