Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bill? Claim Your ProfileBill Emory Thompson is a financial advisor with over 20 years of experience in the financial services industry. Bill is registered with Lincoln Investment and Capital Analysts. Bill has a strong background in providing financial advice and investment management services to individual investors, businesses, and institutions. Bill holds a Series 7, Series 6, Series 63 and Series 65 licenses, as well as a Series 26 license. Bill is committed to providing his clients with personalized financial advice and investment solutions that meet their individual needs.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
06/01/2012 - Present
Lincoln Investment (Bryan TX)
TX
07/09/2009 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (COLLEGE STATION TX)
OK
06/22/2005 - 07/16/2009
LPL FINANCIAL CORPORATION (ADA OK)
MN
12/03/2003 - 06/17/2005
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
IL
04/29/2003 - 11/26/2003
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
GA
05/23/2002 - 03/05/2003
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 03/05/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2004
Series 7 - General Securities Representative Examination
BC
Issued 05/22/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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