Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Archibald is an Investment Advisor Representative with Aprio Wealth Management, LLC, a firm with over $1 billion in assets under management. William has been a financial professional since 2007 and has a broad range of experience, including serving as an advisor for Charles Schwab and USAA Financial Advisors. William has also served as a Director for a family-owned construction business, a Member of a family LLC, and an insurance agent. William is registered in Georgia and 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.
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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GA
12/06/2023 - Present
Aprio Wealth Management, LLC (ATLANTA GA)
GA
03/06/2013 - 08/29/2019
CHARLES SCHWAB & CO., INC. (Atlanta GA)
AZ
05/11/2010 - 02/20/2013
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
NM
02/22/2007 - 04/09/2010
EDWARD JONES (ALBUQUERQUE NM)
BOTH
Issued 05/09/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/08/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/02/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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