William Tomlinson has been an investment adviser representative at Independence Wealth Advisors since March 2020, and is not listed among the firm’s executive officers or direct owners.
Independence Wealth Advisors, LLC is an Independence, OH firm with $210M under management, 379 clients and 5 advisers in one office, as of its June 2026 filing.
William Tomlinson is Wealth Advisor of Independence Wealth Advisors. He has worked in financial services since 2007 and helps clients protect their retirement savings from the risks they face in retirement.
- – present · 6 yearsIndependence, OH · Adviser representative · Firm CRD 306236
Professional designations
Listed by Independence Wealth Advisors
- CRPC®
Investment adviser representative registrations
William Tomlinson is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from March 2020; the most recent is Texas, in February 2021.
- OhioSince 23 March 2020
- TexasResidentSince 23 February 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 March 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- William Eugene Tomlinson
- CRD
- 7240853
- Firm
- Independence Wealth Advisors · CRD 306236
- Office
- 6100 OAK TREE BLVD SOUTH, SUITE 130, Independence, OH 44131
- Registration
- Investment adviser registration
- In the industry since
- March 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- iwadirect.com
Where does William Tomlinson work?
William Tomlinson is an investment adviser representative registered through Independence Wealth Advisors, LLC since March 2020, and is not listed among the firm’s executive officers or direct owners.
Is William Tomlinson a financial advisor?
Yes. William Tomlinson has a current investment-adviser registration in Ohio and Texas, through Independence Wealth Advisors since March 2020.
How many years of experience does William Tomlinson have?
William Tomlinson has 6 years in the financial industry, since March 2020, across 1 adviser firm.
What exams has William Tomlinson passed?
William Tomlinson passed the Series 65 in March 2020.
Where is William Tomlinson based?
William Tomlinson’s registered office is in Independence, OH.
Is William Tomlinson registered with FINRA?
No. William Tomlinson has no current broker registration.
How can I verify William Tomlinson’s record?
Search CRD 7240853 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Tomlinson’s full registration record.
