William Van Thompson Iii
Professional Summary
William Van Thompson III, who also goes by William Van Thompson, is a registered financial advisor currently at NFC INVESTMENTS, LLC located in Memphis, Tennessee. William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. William has worked at 2 firms.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
William Van Thompson
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
26 years in the financial services industry
Current & Past Employments
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Current Firm
CKS ADVISORS, LLC | NFC INVESTMENTS, LLC
Contact Information
Main Address
700 Colonial Road Suite 101, Memphis, TN 38117Phone Number
(901) 767-5576# of Employees
9SEC notice filing (15 States and Territories)
Registered to provide investment advisory services in 15 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
164AUM (Assets Under Management)
$2,137,518,402Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
CKS ADVISORS, LLC | NFC INVESTMENTS, LLC
State Registrations and Notice Filings
(1/17/2006)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view William Van Thompson III's CRS (Customer Relationship Summary).
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ENVISION FINANCIAL PLANNING, LLC
