Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Russell Thompson is a financial advisor registered with LPL Financial LLC. William has been in the financial services industry since 2001 and has a wealth of experience working with a wide range of clients. William specializes in providing financial planning, portfolio management, and other consulting services to individuals, corporations, and charitable organizations. William has held past registrations with WADDELL & REED, FBL MARKETING SERVICES, LLC, DEUTSCHE BANK SECURITIES INC., RBC DAIN RAUSCHER INC., UBS FINANCIAL SERVICES INC., and CHASE SECURITIES INC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NE
07/21/2021 - Present
LPL Financial LLC (OMAHA NE)
NE
12/06/2013 - 07/21/2021
WADDELL & REED (OMAHA NE)
NE
01/18/2013 - 11/20/2013
FBL MARKETING SERVICES, LLC (PAPILLION NE)
MA
01/29/2008 - 09/13/2012
DEUTSCHE BANK SECURITIES INC. (BOSTON MA)
MA
09/19/2003 - 02/07/2008
RBC DAIN RAUSCHER INC. (BOSTON MA)
NJ
01/26/2001 - 10/02/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
07/24/2000 - 01/02/2001
CHASE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 03/09/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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