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William Howard Thompson

CRESCENT STERLING LTD·METAIRIE, Louisiana
Series 7, Series 63, Series 65Clean record20 years registeredCRESCENT STERLING LTD
4415 SHORES DRIVE, METAIRIE, LA 70006-6804CRD# 1431265Firm CRD# 106633

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Howard Thompson · METAIRIE, LA
Registration
CRD #1431265 · CRESCENT STERLING LTD · 20 years registered
Brand Profile
Not yet started
01

Career History

CRESCENT STERLING LTD.
May 2006 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · May 26, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CRESCENT STERLING LTD
CRD 106633 · SEC 801-41821
AUM
$212M
Regulatory assets under management
Employees
6
527 client accounts
Services offered by CRESCENT STERLING LTD
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CRESCENT STERLING LTD →
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Frequently Asked Questions

What services does William Howard Thompson offer?
William Howard Thompson specializes in Financial Planning, Investment Management. Contact their office in METAIRIE, Louisiana for a consultation.
What are William Howard Thompson's credentials?
William Howard Thompson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Howard Thompson located?
William Howard Thompson is based in METAIRIE, Louisiana, working with CRESCENT STERLING LTD. Their office serves clients in the METAIRIE metropolitan area and surrounding communities.
How does William Howard Thompson charge for services?
William Howard Thompson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CRESCENT STERLING LTD?
CRESCENT STERLING LTD has approximately 6 employees and manages $212M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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