Unclaimed
William Dorrington Fisher is a registered Investment Advisor Representative (IAR) and general securities representative. William has been in the industry since 2019 and has held positions at Edward Jones and Vanguard Advisers, Inc. William's current registration is active in New York, North Carolina, and Texas. William has the Series 66, Series 7TO, and SIE exams. He is a representative for Vanguard Advisers, Inc, which is a financial firm specializing in investment management. William holds specializations in investment management for individuals, businesses, pooled investment vehicles, and financial planning.
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.
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.
1
2
NC
06/27/2022 - Present
Vanguard Advisers, Inc. (Charlotte NC)
NC
08/09/2019 - 04/18/2022
EDWARD JONES (ASHEBORO NC)
BOTH
Issued 08/31/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/17/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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