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William D Thompson

Victrix Investment Advisors

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About William D Thompson

William Thompson is a financial professional with over 10 years of experience in the financial services industry. William is currently registered with Victrix Investment Advisors and is a Certified Financial Planner. William provides financial planning, portfolio management and pension consulting services for individuals, families, and businesses.

Firm Information

William Thompson is currently registered with Victrix Investment Advisors. Victrix Investment Advisors is an investment advisor located in STUART, FL. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans. The firm has 6 investment adviser representatives. The firm's regulatory assets under management total $261,383,906 with $260,272,011 discretionary.
Victrix Investment Advisors

823 SE OSCEOLA ST

STUART, FL 34994

$261.38M

Assets Under Management

2

Total Clients

6

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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William Thompson’s Registration & Firm History

FL

06/26/2013 - Present

Victrix Investment Advisors (STUART FL)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William D Thompson.
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