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William D Thompson

Victrix Investment Advisors

Stuart, FL

CRD 2913026

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Employer firm

Victrix Investment Advisors CRD 167517

$343M regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Victrix Investment Advisors

823 Se Osceola St, Stuart, FL 34994 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2013-08-02
TX RA APPROVED 2013-06-26
  • FL RA
    APPROVED
    Since 2013-08-02
  • TX RA
    APPROVED
    Since 2013-06-26

Branch Locations

823 Se Osceola St, Stuart, FL 34994 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Victrix Investment Advisors Fort Worth TX 04/2013 Present
Designations
  • Certified Financial Planner
Other Names
  • William Dean Thompson
  • William D Thompson

View on SEC IAPD

Nearby Firms

DUNN CAPITAL MANAGEMENT
RAYMOND JAMES & ASSOCIATES, INC.
JANNEY MONTGOMERY SCOTT LLC

Nearby Investors

ANTHONY JAMES LOSH
JACQUELINE ANN BISHOP BURKE
CHARLENE THERESA LANGFORD

Nearby Offices

DUNN CAPITAL MANAGEMENT · STUART, FL
RAYMOND JAMES & ASSOCIATES, INC. · STUART, FL
JANNEY MONTGOMERY SCOTT LLC · STUART, FL

More in Stuart, FL

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