Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Bradford Mann is a financial advisor with over 20 years of experience in the industry. Currently, William is registered with Beacon Pointe Advisors, LLC and is based in Greensboro, North Carolina. Prior to joining Beacon Pointe Advisors, LLC, William worked at PROEQUITIES, INC. and Jefferson Pilot Securities Corporation. William offers a variety of financial services including financial planning, portfolio management for businesses, and portfolio management for individuals.
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.
Strategic management for diversified investment portfolios.
Consulting services
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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NC
05/07/2021 - Present
Beacon Pointe Advisors, LLC (Greensboro NC)
NC
07/08/2008 - 06/28/2019
PROEQUITIES, INC. (GREENSBORO NC)
IN
10/13/1997 - 08/22/2005
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
MA
07/03/1989 - 03/16/1993
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/03/1989 - 03/16/1993
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 07/28/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/10/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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