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William Edward McIntyre

Capfinancial Securities, LLC

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About William Edward McIntyre

William McIntyre is a financial advisor with over 29 years of experience in the financial services industry. William holds Series 7, 24, 52, 53, and 63 licenses and the SIE certification. William currently works for Capfinancial Securities, LLC. Prior to joining Capfinancial Securities, LLC, William was with Trustcore Investments LLC, Robert W. Baird & Co. Incorporated, J.C. Bradford & Co., Southtrust Securities, Inc., Bank South Securities Corporation, Lex Jolley & Co., Inc., and William R. Hough & Co. William is committed to helping clients achieve their financial goals.

Firm Information

William McIntyre is currently registered with Capfinancial Securities, LLC. Capfinancial Securities, LLC is a Limited Liability Company formed on November 21, 2013. The firm is registered with the SEC and in all 50 states.

Not reported

Assets Under Management

Not reported

Total Clients

91

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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William McIntyre’s Registration & Firm History

TN

02/09/2024 - Present

Capfinancial Securities, LLC (Brentwood TN)

TN

02/14/2017 - 12/31/2020

TRUSTCORE INVESTMENTS LLC (BRENTWOOD TN)

TN

07/03/2000 - 08/08/2015

ROBERT W. BAIRD & CO. INCORPORATED (NASHVILLE TN)

NY

05/17/1996 - 07/06/2000

J.C. BRADFORD & CO. (NEW YORK NY)

AL

02/05/1996 - 05/16/1996

SOUTHTRUST SECURITIES, INC. (BIRMINGHAM AL)

NA

03/05/1993 - 05/10/1996

BANK SOUTH SECURITIES CORPORATION

NA

05/06/1992 - 06/09/1992

LEX JOLLEY & CO., INC.

FL

01/21/1987 - 04/18/1990

WILLIAM R. HOUGH & CO. (ST. PETERSBURG FL)

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Licenses & Designations

BC

Issued 04/23/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/05/2023

Series 24 - General Securities Principal Examination

BC

Issued 12/05/2023

Series 53 - Municipal Securities Principal Examination

BC

Issued 12/05/2023

Series 7TO - General Securities Representative Examination

BC

Issued 12/05/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/17/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Edward McIntyre.
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