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William Francis McCarron

Prime Buchholz LLC

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About William Francis McCarron

William Francis McCarron is a registered investment advisor representative, working with Prime Buchholz LLC since April 2011. William Francis McCarron has been in the financial services industry for 32 years. William Francis McCarron is licensed in Texas. William Francis McCarron also worked with THE PIONEER GROUP, INC. in the past. William Francis McCarron holds Series 63, Series 6 securities licenses. Prime Buchholz LLC provides investment advisory services, including general investment consulting-investment program design, asset allocation, manager search/evaluation, performance monitoring, reporting&analytics, pension consulting and selection of other advisors.

Firm Information

William McCarron is currently registered with Prime Buchholz LLC. Prime Buchholz LLC is an investment advisor registered with the SEC. The firm offers a variety of investment services, including general investment consulting, asset allocation, manager search/evaluation, performance monitoring, reporting & analytics, and selection of other advisors. Prime Buchholz LLC primarily serves charitable organizations, pension and profit sharing plans, high-net-worth individuals, and insurance companies. They manage approximately $10.41 billion in assets.
Prime Buchholz LLC

273 CORPORATE DRIVE, SUITE 250

PORTSMOUTH, NH 03801

$10.41B

Assets Under Management

186

Total Clients

6

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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general investment consulting-investment program design,asset alloc, mgr search/eval, performance monitoring,reporting&analytics

General investment consulting-investment program design,asset alloc, mgr search/eval, performance monitoring,reporting&analytics

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

A percentage of assets under advisement

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William McCarron’s Registration & Firm History

NH

04/12/2011 - Present

Prime Buchholz LLC (PORTSMOUTH NH)

NA

12/13/1985 - 07/30/1986

THE PIONEER GROUP, INC.

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Licenses & Designations

BC

Issued 03/05/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/12/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Francis McCarron.
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