Unclaimed
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 has over 20 years of experience in the financial services industry. William is a Registered Principal with L.m. Kohn & Co., working in the Cincinnati office. Previously, William worked with RBC Capital Markets Corporation, Tucker Anthony Incorporated, and Branch, Cabell & Co., Inc. William is licensed to sell a range of financial products, including securities, insurance, and investment advisory services. William holds the Series 7, Series 24, and Series 66 licenses. William specializes in working with individuals, high-net-worth individuals, corporations, and retirement plans.
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
12/19/2000 - 03/28/2001
BRANCH, CABELL & CO., INC. (RICHMOND VA)
BOTH
Issued 02/02/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/23/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure William Loomis is the right advisor for you? Invested Better is here to help.
