William Thomas is a CFP-designated registered investment advisor, based in Troy, MI, with 20 years of industry experience.
Location
2565 West Maple Rd, Troy, MI, 48084
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is an investment advisor representative and registered representative with Secure Asset Management, LLC, and an agent with Secure Investors Group, Inc. He also works as an accountant for Secure Tax Service and William A Thomas - Thomas Financial, and serves as a FINRA arbitrator.
Employment History
Current Registrations
Aurora SecuritiesBroker
Secure Asset Management, L.L.C.
Previous Registrations
Freshwater Asset Management, LLC
Concorde Investment Services, LLCBroker
Gradient Securities, LLCBroker
World Capital Brokerage, INC.Broker
J.P. Morgan Securities LLCBroker
Hantz Financial Services, INC.Broker
State Registrations13 states
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