Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Casterlin is a financial advisor with over 23 years of experience in the industry. William is currently registered with Independent Advisor Alliance, LLC and has been with the firm since March 2019. Previously, William was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Edward Jones. William holds Series 7, Series 63, and Series 65 licenses. William specializes in providing financial planning services, portfolio management, and educational seminars. William is committed to providing personalized advice and guidance to help 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.
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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2
GA
03/28/2019 - Present
Independent Advisor Alliance, LLC (Pooler GA)
GA
10/29/2004 - 09/09/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAVANNAH GA)
MO
01/12/2000 - 11/01/2004
EDWARD JONES (ST. LOUIS MO)
IA
Issued 01/10/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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