Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Williams is a financial advisor with Merit Financial Advisors. Thomas has been in the financial industry since November 10, 2009. Thomas is registered with the Securities and Exchange Commission (SEC) and holds the following licenses: Series 2, Series 7, Series 63, Series 7TO, and SIE. Thomas is a Certified Financial Planner (CFP®). Thomas provides financial planning and investment advisory services to individuals, families, and businesses. Thomas is committed to providing clients with personalized financial advice that meets their unique 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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
Consulting fees
1
2
GA
03/24/2020 - Present
Merit Financial Advisors (ALPHARETTA GA)
CO
03/17/2020 - 08/16/2024
LPL FINANCIAL LLC (COLORADO SPRINGS CO)
TX
01/29/2000 - 05/10/2007
LEGACY ASSET SECURITIES, INC. (HOUSTON TX)
BC
Issued 12/27/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/30/2020
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/30/1995
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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