William Eugene Tomlinson
Investment adviser representative at Independence Wealth Advisors, LLC
19 yearsExperience
2 statesRegistered in
$210.3MFirm assets
2 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 assetsFixed 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.
- Independence Wealth Advisors, LLCMar 2020 to now
- United Brokerage GroupAug 2007 to now
- United Brokerage Group Mpd, LLCAug 2007 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Independence Wealth Advisors, LLC
$210.3MAssets managed
379Clients
5Advisers
2 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
- 7240853
- Firm CRD
- 306236