William Joel Thornton

Current Employers

Employment History

• 05/2011 → Present
  Wiser Benefit Consultants
  Winston-Salem, NC
• 05/2011 → 08/2019
  Triad Advisors
  Norcross, GA
• 01/2010 → Present
  Carolina Financial Professionals, Llc
  Winston-Salem, NC
• 04/2015 → 07/2021
  Wiser Financial Coaching, Llc
  Winston-Salem, NC
• 11/2015 → Present
  Efficient Advisors, Llc
  Philadelphia, PA
• 08/2019 → 11/2024
  M. S. Howells & Co.
  Scottsdale, AZ
• 07/2021 → Present
  Wealthcare Advisory Partners Llc Dba Wiser Wealthcare, Inc.
  Winston-Salem, NC

Previous Registrations

• 2016-01-12 → 2021-10-29
  Efficient Advisors
  Winston Salem, NC
  Mason, OH
• 2015-11-04 → 2021-08-11
  Wiser Financial Coaching, Llc
  Winston-Salem, NC

Other Businesses

1- JANUARY 2010; CAROLINA FINANCIAL PROFESSIONALS, LLC; WINSTON-SALEM, NC; INVESTMENT RELATED; INSURANCE; AGENT; CLIENT INSURANCE NEEDS; DEVOTE 5 HRS/MONTH, 1/2 HR DURING MARKET HOURS. 2- 2010; WISER BENEFITS CONSULTANTS, INC., WINSTON-SALEM, NC; INVESTMENT RELATED; FINANCIAL ADVISORY AND INVESTMENTS; ASSOCIATE; ADVICE FOR FINANCIAL AND INVESTMENTS; DEVOTE 30 HRS/MONTH, 4 HRS DURING MARKET HOURS. 3- 2015; EFFICIENT ADVISORS, LLC, WINSTON-SALEM, NC; INVESTMENT RELATED; INVESTMENT ADVISORY - SOLICITOR ONLY; INVESTMENT ADVISORY REP, SOLICITOR ONLY; WORK WITH CLIENTS ON NEEDS BASED INVESTMENT OPTIONS; DEVOTE 45 HRS/MONTH, 1.5 HRS/DAY DURING MARKET HOURS. 4- AUG 2021; WEALTHCARE ADVISORY PARTNERS, DBA WISER WEALTHCARE, INC, WINSTON-SALEM, NC; INVESTMENT RELATED, INVESTMENT ADVISORY; IAR; INVESTMENT ADVISORY FOR CLIENT'S FINANCIAL NEEDS; DEVOTE 80 HRS/MONTH DURING MARKET HOURS. 5- Bethel Methodist Men; Non-investment related; 2170 Bethel Church Ln. Winston-Salem, NC 27103; Nature-Fundraising for church and charities; Position/Title- Treasurer; Start Date- 1.1.24; Approximately 1 hour per month; .5 hours during trading hours; Description- Making deposits/check writing or expenses/charities

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-04-20
• S63 Uniform Securities Agent State Law Examination
  2011-09-08