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William James Threadgill

Chickasaw Capital Management, LLC

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About William James Threadgill

William James Threadgill is a registered representative with Chickasaw Capital Management, LLC. William has been in the financial services industry since August 2011. William's experience includes working as a financial consultant. William holds the Series 7, Series 24, Series 27, Series 66, and Series 99TO licenses and is registered with the state of Tennessee. William is a member of FINRA.

Firm Information

William Threadgill is currently registered with Chickasaw Capital Management, LLC. Chickasaw Capital Management, LLC is an investment advisor based in Memphis, TN. The firm manages assets for a variety of client types, including individuals, corporations, investment companies, pooled investment vehicles, and charitable organizations. They offer portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. The firm also participates in wrap fee programs.
Chickasaw Capital Management, LLC

6075 POPLAR AVE SUITE 720

MEMPHIS, TN 38119

$1.97B

Assets Under Management

Not reported

Total Clients

13

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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William Threadgill’s Registration & Firm History

TN

11/09/2016 - Present

Chickasaw Capital Management, LLC (MEMPHIS TN)

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Licenses & Designations

BOTH

Issued 11/07/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/28/2017

Series 24 - General Securities Principal Examination

BC

Issued 02/21/2017

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/27/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William James Threadgill.
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