William Samuel Thompson
Investment adviser representative at Beacon Pointe Advisors, LLC
19 yearsExperience
1 stateRegistered in
$54.9BFirm assets
24 yearsFirm in business
Are you William Samuel Thompson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- Beacon Pointe Advisors, LLCFeb 2023 to now
- UnemploymentApr 2022 to Feb 2023
- Litman Gregory Asset Management, LLCOct 2019 to Mar 2022
- UnemploymentApr 2019 to Sep 2019
- Cambridge AssociatesMar 2007 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
Beacon Pointe Advisors, LLC
$54.9BAssets managed
29,929Clients
470Advisers
24 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
- 4443407
- Firm CRD
- 119290