Unclaimed
William Franklin Brinkley is a financial advisor with over 35 years of experience in the industry. William is currently registered with RBC Capital Markets, LLC and has been with the firm since June 2024. Previously, William worked for Truist Investment Services, INC., BB&T Securities, LLC, and Scott & Stringfellow, LLC. William specializes in portfolio management for individuals, businesses, and pooled investment vehicles. William also provides financial planning and pension consulting services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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
VA
06/18/2024 - Present
RBC Capital Markets, LLC (Vienna VA)
VA
02/17/2021 - 06/20/2024
TRUIST INVESTMENT SERVICES, INC. (MCLEAN VA)
VA
01/02/2013 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
06/12/2009 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (MCLEAN VA)
VA
10/01/1999 - 06/15/2009
WELLS FARGO ADVISORS, LLC (MCLEAN VA)
NC
10/23/1989 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NY
05/25/1988 - 10/28/1989
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
IA
Issued 09/28/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/12/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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