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William Franklin Thomas

Advisor at Primerica Advisors — Griffin, GA

Updated today

Credentials

Series 63, Series 65

Experience

22 years

Location

Griffin, GA 30224

Primerica Advisors logo

Primerica Advisors

Institution

Total advisors

3,966

Across 1,248 offices

Clients per advisor

17 Very Low

Avg AUM per client

$228,117 Very Low

HNW client ratio

3% Very Low

About

William Thomas is a financial advisor with Primerica Advisors in Griffin, GA, holding Series 63 and Series 65 designations and possessing 21 years of industry experience. He has worked with PFS Investments Inc. since 2004 and Primerica Financial Services since 2003. Prior to his financial career, he was employed by Dekalb County Schools for 17 years. Outside of advisory services, he also receives compensation for sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap fee basis.

Client services

Based on Primerica Advisors

Portfolio management

Expertise

Based on Primerica Advisors

ESG / Sustainable investing Tax-loss harvesting Income planning

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Fee options

Percentage

$0 - $250,000: 1.74% (1.25% Advisory Fee + 0.49% Program Fee) $250,000.01 - $500,000: 1.71% (1.25% Advisory Fee + 0.46% Program Fee) $500,000.01 - $1,000,000: 1.52% (1.10% Advisory Fee + 0.42% Program Fee) $1,000,000.01 - $3,000,000: 1.38% (1.00% Advisory Fee + 0.38% Program Fee) $3,000,000.01 - $5,000,000: 1.15% (0.85% Advisory Fee + 0.30% Program Fee) $5,000,000.01 - $10,000,000: 1.00% (0.80% Advisory Fee + 0.20% Program Fee) $10,000,000.01+: 0.85% (0.75% Advisory Fee + 0.10% Program Fee)

Other

Account minimum: $25,000

Location

See office

Griffin, GA

1454 Williamson Rd

Griffin GA 30224

Advisors at this office

2

Most active in

Georgia

Work history

22 years of industry experience

PFS Investments inc

2004 - Present • 22 years

Griffin, GA

Primerica Financial services

2003 - Present • 23 years

Griffin, GA

Dekalb County Schools

2000 - 2017 • 17 years

Decatur, GA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Raymond B

CFP®, Series 63

Griffin, GA

Lifetime Strategies, LLC

Raymond Branton is a CFP® professional with eight years of experience in financial advising. He is the sole advisor at Lifetime Strategies, LLC and has been involved with the firm since 2003. In addition to his advisory role, he is a member and manager of Erwin and Branton, CPA's, LLC, a CPA firm where he dedicates a significant portion of his time. Lifetime Strategies, LLC provides personalized financial planning and investment management services to individuals and a variety of institutional clients, including pension plans, trusts, and charitable organizations. The firm employs a long-term, buy-and-hold investment approach, primarily using exchange-traded funds with a focus on asset allocation, diversification, and periodic rebalancing.

Private / alternative investments Real estate investing
user avatar

Gregory F

Series 66

Griffin, GA

Georgia Wealth Partners, LLC

Gregory Foster is a financial advisor at Georgia Wealth Partners, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked previously at The Strategic Financial Alliance, Inc. from 2016 to 2021. Outside of his advisory role, he owns a freelance photography business. Georgia Wealth Partners provides investment advisory and financial planning services to individuals, charitable organizations, and state and municipal government entities. The firm follows a long-term, multi-method investment approach and typically manages accounts on a discretionary basis, combining third-party money managers and model portfolios, primarily through the SEI Private Trust platform.

Annuities Wealth management Founder/Business Owner
user avatar

Christopher P

Series 63, Series 65

Griffin, GA

Georgia Wealth Partners, LLC

Christopher Piland is a financial advisor with Georgia Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Prior to joining Georgia Wealth Partners in 2022, he spent 13 years at HBW Advisory Services LLC. Piland serves in the U.S. Army Reserve as a Brigadier General, a role he has held since 1989 involving project management duties. Georgia Wealth Partners provides portfolio management and financial planning services primarily to individual clients, charitable organizations, and state and municipal government entities. The firm employs a long-term investment approach using asset allocation, security selection, and third-party managers on the SEI Private Trust platform.

Annuities Wealth management Founder/Business Owner
user avatar

Donald C

Series 63, Series 65

Griffin, GA

Georgia Wealth Partners, LLC

Donald Crider Jr. is a financial advisor with Georgia Wealth Partners, LLC, holding Series 63 and 65 licenses and bringing 19 years of industry experience. He previously worked at The Strategic Financial Alliance, Inc. for 11 years before joining Georgia Wealth Partners in 2021. Crider serves as a board member managing the Endowment Foundation for the Flint River Council, BSA. Georgia Wealth Partners provides portfolio management and financial planning primarily for individual clients, charitable organizations, and state and municipal government clients. The firm employs a disciplined investment approach combining asset allocation and security selection, often utilizing model portfolios and third-party managers through the SEI Private Trust platform.

Annuities Wealth management Founder/Business Owner
user avatar

Corey L

Series 63, Series 65

Griffin, GA

Georgia Wealth Partners, LLC

Corey Letson is a financial advisor at Georgia Wealth Partners, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Georgia Wealth Partners and The Strategic Financial Alliance, Inc. He serves as a deacon and is a member of the Griffin Foundation Committee at First Baptist Church in Griffin, GA. Georgia Wealth Partners provides portfolio management and financial planning primarily for individual clients, charitable organizations, and state and municipal government clients. The firm employs asset allocation and security selection strategies informed by multiple analytical approaches and often uses model portfolios and third-party managers on the SEI Private Trust platform.

Annuities Wealth management Founder/Business Owner
user avatar

John A

ChFC®, Series 63, Series 65

Senoia, GA

Modern Capital Advisors, LLC

John Anderson is a financial advisor at Modern Capital Advisors, LLC with 38 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and 65. His prior work includes roles at Liberty Partners Capital Management LLC and Massachusetts Mutual Life Insurance Company. Anderson is also active as an insurance agent with Liberty Partners Insurance Services and The Annuity & Life Source Inc. Modern Capital Advisors provides financial planning, asset management, and retirement plan consulting to individuals, including high-net-worth clients, as well as pension plans, charities, and corporations. The firm emphasizes strategic asset allocation through a core-and-satellite approach using passive index funds supplemented by active managers or third-party strategists.

Passive / index investing Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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