Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Sowers is a financial advisor at Davenport & Company LLC. William has been in the industry since December 5, 2018. William is a Certified Financial Planner and holds the Series 66, Series 7TO and SIE licenses. William has been registered in 39 states and has experience working with high net worth individuals, individuals other than high net worth, corporations or other businesses, pension and profit sharing plans, charitable organizations, investment companies and insurance companies. William also serves as board president for The Field School and is a member of the Frontier Culture Museum Foundation board.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
12b-1 fees and/or shareholder servicing fees
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VA
01/17/2025 - Present
Davenport & Co. LLC (Staunton VA)
VA
12/06/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
BOTH
Issued 01/16/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/23/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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