UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
34yrs
William Thomas
Full name on record: William Robert Thomas
Financial advisor at Advisor Resource Council
William Thomas is a fiduciary financial advisor in Dallas, Texas, with 34 years in the industry. William joined Advisor Resource Council in 2024, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
Experience34 years (since 1992)
How that compares ?Top 8% by experience in Texas
Office15110 Dallas Parkway Suite 500, Dallas, TX 75248
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$285,563
Advisors at the firm81
States licensed ?1 state
Services through Advisor Resource Council
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Dec 2024 – nowAdvisor Resource CouncilCurrent firm
Contact William
(972) 421-1360Advisor Resource Council main office 15110 Dallas Parkway Suite 500Dallas, TX 75248Office · Get directions LinkedIn pageAdvisor Resource Council
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Questions to ask William
Tailored to William’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About William
How do I contact William?
Call Advisor Resource Council at (972) 421-1360 and ask for William Thomas. William works from the Dallas, TX office.
How long has William been a financial advisor?
William has been in the industry since 1992, about 34 years. Top 8% by experience in Texas.
What licenses does William hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
Advisor Resource Council reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask William for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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