Unclaimed
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.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TN
11/09/2016 - Present
Chickasaw Capital Management, LLC (MEMPHIS TN)
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
Active
Inactive
F
FINRA
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