William
Thompson
Newedge Advisors
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About this Advisor
William Thompson is a financial advisor based in Lake Charles, Louisiana, working with Newedge Advisors. William has previously held positions at Transamerica Financial Advisors, Inc, Lpl Financial, LLC, and Newedge Advisors, LLC (Gwm Advisors, LLC). William has passed the Series 66 regulatory exam and is registered to provide services in Louisiana and Texas. Currently, William is part of Newedge Advisors, which operates out of Lake Charles, Louisiana. The firm has 99 offices and 570 employees. The firm manages assets totaling $18.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Newedge Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Newedge Advisors Brokerage Details
$18,432,430,824
570
62,249
$296,108
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
William Thompson Work History
Lpl Financial, LLC
Newedge Advisors, LLC (Gwm Advisors, LLC)
Transamerica Financial Advisors, Inc
Disclosures
Please visit the SEC profile of William Thompson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Newedge Advisors
Rancho Cordova, CA
Lake Charles, LA
Bellevue, WA
New Orleans, LA
Saint Simons Island, GA
New Orleans, LA
New Orleans, LA
New Orleans, LA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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