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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Andrew Groth is a registered investment advisor representative with Waverly Advisors, LLC. William has been in the securities industry since June 1997 and has a Series 7 and Series 63 license as well as the SIE exam. William is also an attorney who owns Groth Law Firm LLC and provides estate planning, probate, and tax services. William provides financial planning services to individual clients, families, trusts, pension plans, and businesses. William also assists clients with their retirement planning needs. William has experience in portfolio management for individuals, families, trusts, and businesses. In addition, William assists clients with investment recommendations for pooled investment vehicles. William has experience working with a variety of clients including charitable organizations, high-net-worth individuals, pension plans, and corporations. William has worked with L.M. Kohn & Company and National Retirement Consultants, Inc. William's office is located in Hamilton, Ohio.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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OH
10/22/2024 - Present
Waverly Advisors, LLC (HAMILTON OH)
OH
06/20/1997 - 12/31/2016
L.M. KOHN & COMPANY (HAMILTON OH)
BC
Issued 06/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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