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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Curtis Loomis is a financial advisor with over 40 years of experience in the securities industry. William Curtis Loomis is registered with L.m. Kohn & Co. Prior to joining L.m. Kohn & Co., William Curtis Loomis was associated with RBC Capital Markets Corporation and Tucker Anthony Incorporated. William Curtis Loomis has a broad range of experience, working with individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. William Curtis Loomis is also a Certified Financial Planner.
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.
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.
Flat commission/execution fee
1
2
OH
07/09/2010 - Present
L.m. Kohn & Co. (CINCINNATI OH)
VA
03/09/2002 - 07/28/2010
RBC CAPITAL MARKETS CORPORATION (HARRISONBURG VA)
MA
03/28/2001 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
VA
11/17/1981 - 03/28/2001
BRANCH, CABELL & CO., INC. (RICHMOND VA)
IA
Issued 01/22/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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