William Thompson is a CFA, CFP-designated registered investment advisor at Crescent Sterling LTD., based in Metairie, LA, with 19 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 195 clients with $210M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
4415 Shores Drive, Suite 250, Metairie, LA, 70006-6804
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Crescent Sterling LTD.
State Registrations3 states
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