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William George Love

RTD Financial Advisors Inc.

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About William George Love

William Love is a financial advisor with RTD Financial Advisors Inc. William has been in the industry since 1998 and has a variety of experience in financial planning. William also serves as the President of the Financial Planning Association Philadelphia Tri State. William has a strong track record of providing clients with personalized financial advice. William’s focus is on providing a personalized and customized approach for clients.

Firm Information

William Love is currently registered with RTD Financial Advisors Inc.. RTD Financial Advisors Inc. is a registered investment advisor located in Philadelphia, PA. They provide financial planning, pension consulting, and portfolio management services for individuals, businesses, corporations, pension and profit sharing plans, and charitable organizations. The firm manages approximately $2.12 billion in assets.
RTD Financial Advisors Inc.

30 S. 17TH STREET

PHILADELPHIA, PA 19103

$2.12B

Assets Under Management

Not reported

Total Clients

15

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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William Love’s Registration & Firm History

PA

10/01/2018 - Present

RTD Financial Advisors Inc. (PHILADELPHIA PA)

PA

05/26/2004 - 06/22/2012

CAMBRIDGE INVESTMENT RESEARCH, INC. (DOYLESTOWN PA)

NE

07/03/2000 - 05/20/2004

TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)

NY

07/26/1999 - 05/18/2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

PA

03/21/1998 - 06/30/1998

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

BOTH

Issued 06/19/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/20/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/04/1999

Series 7 - General Securities Representative Examination

BC

Issued 03/18/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William George Love.
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