William Eugene Tomlinson

Employer firm

Independence Wealth Advisors, LLC CRD 306236

$210M regulatory AUM 3 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2020 → Present
  Independence Wealth Advisors, Llc
  Independence, OH
• 08/2007 → Present
  United Brokerage Group
  Chagrin Falls, OH
• 08/2007 → Present
  United Brokerage Group Mpd, Llc
  Chagrin Falls, OH

Other Businesses

United Brokerage Group MPD LLC; investment related: Yes; Location of the business: 10809 Timber ln Chagrin falls OH 44023; Description of the business: Insurance Agency; Position Title: Principal ; Responsibilities Duties: Providing product knowledge and field underwriting knowledge to independent insurance agents and agencies ; Start date with business: 2007-08-05; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 25.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-03-05