Unclaimed
William Clyde Quinton is an investment advisor representative with Avantax Advisory Services. William has been in the securities industry since December 1998. William has a Series 66, Series 7 and SIE license and is registered in Texas. William is also registered in Nevada, Colorado and New York. William Quinton has over 23 years of experience in the financial services industry. William was previously employed by 1ST GLOBAL CAPITAL CORP. before joining Avantax Advisory Services. William also owns rental property and is a financial professional for Avantax Insurance Agency and/or Avantax Insurance Services.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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 fees
1
2
TX
10/25/2019 - Present
Avantax Advisory Services (CORPUS CHRISTI TX)
TX
12/10/1998 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (CORPUS CHRISTI TX)
BOTH
Issued 12/03/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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