Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Glen Hedrick is an investment advisor representative registered with Old North State Wealth Management, LLC. William holds a Series 65 license, the Uniform Investment Adviser Law Examination, and is registered with the state of North Carolina. William has over 2 years of experience in the financial services industry. Previously William worked at Tech Mahindra Americas and Logic Technology. William's specializations include Fixed Income, Mutual Funds, Retirement Planning, College Savings Plans and Annuities. The firm, Old North State Wealth Management, LLC, is a Registered Investment Advisor, with offices in Wilmington, North Carolina. The firm provides financial planning and investment management services to individuals, families, businesses, and charitable organizations. The firm has over 335 million dollars in assets under management.
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.
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.
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.
Third party adviser fees
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NC
05/13/2020 - Present
OLD North State Wealth Management, LLC (WILMINGTON NC)
IA
Issued 03/11/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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