William
Thomson
Prosperity Wealth Management, Inc
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About this Advisor
William Thomson is a financial advisor working in San Ramon, California with a total of 3 years of industry experience. Thomson is on the advisory team at Prosperity Wealth Management, Inc. Throughout their career, they have worked at Fortune Financial Services, Inc, Prosperity Wealth Management Inc and Tfs Securities, Inc. Thomson has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in New Jersey. Prosperity Wealth Management, Inc is a financial advisory business operating out of San Ramon, CA. The company has offices in 42 locations and a total of 50 employees. It administers $217 million in assets among its 1,330 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 1,330 accounts, just 4% are held by high-net-worth clients who have more than $1 million in assets available to invest. The business provides a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules typically depend on which services are provided. However, fees billed by Prosperity Wealth Management, Inc likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Prosperity Wealth Management, Inc Brokerage Details
$217,168,317
50
1,330
$163,284
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
William Thomson Work History
William has been registered as a financial advisor for 3 years.*
Prosperity Wealth Management Inc
Fortune Financial Services, Inc
Tfs Securities, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of William Thomson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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