Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Bonham Scoggins is a financial advisor with SVB Wealth, having joined the firm in August 2021. William has been in the industry since October 2007, having previously worked for firms such as Keel Point Capital, LLC, UBS Financial Services Inc., and SVB Investment Services Inc. William has a wide range of experience and expertise, including financial planning, portfolio management for individuals and businesses, and planned giving. William is committed to helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Planned giving, family office, wealth planning
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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VA
08/17/2021 - Present
SVB Wealth (ARlington VA)
VA
07/02/2020 - 12/31/2023
SVB INVESTMENT SERVICES INC. (Arlington VA)
VA
01/02/2015 - 08/06/2019
KEEL POINT CAPITAL, LLC (Vienna VA)
VA
08/05/2014 - 12/31/2014
KEEL POINT INVESTMENTS, LLC (VIENNA VA)
VA
04/16/2009 - 12/31/2014
WFG INVESTMENTS, INC. (VIENNA VA)
VA
07/15/2008 - 04/16/2009
AMERICAN SECURITIES GROUP, INC. (VIENNA VA)
VA
01/22/2007 - 04/29/2008
UBS FINANCIAL SERVICES INC. (VIENNA VA)
BOTH
Issued 02/02/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/2024
Series 27 - Financial and Operations Principal Examination
BC
Issued 02/05/2021
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/23/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 06/20/2020
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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