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William Blake McGowan

White McGowan

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About William Blake McGowan

William Blake McGowan is a financial advisor with White McGowan. He provides financial planning, educational seminars, and portfolio management for individuals. William McGowan previously worked at MML INVESTORS SERVICES, LLC. He is registered with the state of Arkansas and Texas as an investment advisor representative. He has a Series 6, Series 63, and Series 65 license. William Blake McGowan has been in the industry for 12 years.

Firm Information

William McGowan is currently registered with White McGowan. White McGowan is an advisory firm with 55451019 in regulatory assets under management. The firm offers financial planning, educational seminars, portfolio management for individuals, and selection of other advisers. The firm has 3 licensed agents and 2 investment adviser representatives. The firm advises high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans.

$55.45M

Assets Under Management

3

Total Clients

2

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advisory consulting

Advisory consulting

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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William McGowan’s Registration & Firm History

AR

10/31/2018 - Present

White McGowan (LITTLE ROCK AR)

AR

12/07/2016 - 06/12/2018

MML INVESTORS SERVICES, LLC (LITTLE ROCK AR)

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Licenses & Designations

IA

Issued 03/17/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/18/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/12/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/07/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for William Blake McGowan. Review regulatory record here.
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