William Thomas Fowler
Investment adviser representative at Advantage Investment Management
19 yearsExperience
1 stateRegistered in
$215.4MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Advantage Investment ManagementNov 2020 to now
- Advantage Investment MgmtNov 2020 to now
- The Benefits FirmMay 2003 to now
- Benchmark Advisory Services, LLCJan 2021 to Jan 2022
- Southeast Investments, N.C. Inc.Jan 2010 to Jan 2017
- Commonwealth Financial Advisors, LLCNov 2007 to Oct 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (KY).
Advantage Investment Management
Legal name: Garton and Associates Financial Advisors LLC
$215.4MAssets managed
369Clients
5Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3087793
- Firm CRD
- 146493