Unclaimed
William Magill is a financial advisor with over 5 years of experience in the financial industry. He is registered with the state of North Carolina and Tennessee, and is also registered with FINRA. William has worked with clients of all types, including individuals, families, businesses, and retirement plans. He is committed to providing personalized financial advice that helps his clients achieve their financial goals. William Magill is affiliated with Private Advisor Group, LLC.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
01/27/2023 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
TN
03/08/2018 - 01/30/2023
EDWARD JONES (NASHVILLE TN)
BOTH
Issued 03/29/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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