Unclaimed
William Don Mayhue is a registered representative with Equity Services, Inc. and has been in the financial industry since October 10, 2015. William Don Mayhue is licensed to provide financial advice in Arizona, California, Texas and Virginia. William Don Mayhue has experience working with individuals, high-net-worth individuals, charitable organizations, pension and profit sharing plans, and corporations or other businesses. Equity Services, Inc. is a financial firm located in Montpelier, VT and has been in business for over 50 years. Equity Services, Inc. provides financial advisory services to individuals, high-net-worth individuals, charitable organizations, pension and profit sharing plans, and corporations or other businesses.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
07/26/2018 - Present
Equity Services, Inc. (IRVINE CA)
CA
05/18/2017 - 05/25/2018
SAGEPOINT FINANCIAL, INC. (ALISO VIEJO CA)
CA
06/30/2015 - 04/05/2017
TRANSAMERICA FINANCIAL ADVISORS, INC (ORANGE CA)
BC
Issued 09/15/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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