Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Granison Tharp has been a Registered Representative for over 50 years. William Granison Tharp has a Series 63 License. William Granison Tharp is currently registered as an Investment Advisor Representative at William G. Tharp II & Associates in San Ramon, California. William Granison Tharp has held previous positions at VSR FINANCIAL SERVICES, INC. in San Ramon, CA. William Granison Tharp has also held positions at FSC SECURITIES CORPORATION in Atlanta, GA and CIGNA SECURITIES, INC. William Granison Tharp has an active Investment Advisor Representative license in California. William Granison Tharp specializes in Financial Planning, Pension Consulting, and Selection of other advisors. William Granison Tharp's current firm, William G. Tharp II & Associates, has five clients and manages approximately $1-$5 million in assets. They are a fee-only firm with no advisory fees. They are not affiliated with any other broker-dealers or financial institutions. William Granison Tharp serves high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, and pension and profit sharing 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.
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.
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2
CA
01/01/2025 - Present
William G. Tharp II & Associates (SAN RAMON CA)
CA
11/22/2004 - 12/31/2009
VSR FINANCIAL SERVICES, INC. (SAN RAMON CA)
GA
10/22/1985 - 12/17/2004
FSC SECURITIES CORPORATION (ATLANTA GA)
NA
04/25/1968 - 11/08/1985
CIGNA SECURITIES, INC.
BC
Issued 12/08/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/1968
Series 1 - Registered Representative Examination
Active
Inactive
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