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William Guthrie Packard

Harris Williams

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About William Guthrie Packard

William Guthrie Packard is a registered representative with Harris Williams. William has been in the securities industry since October 22, 2010. William has a Series 63, Series 79, SIE, and Series 24. William is registered in Virginia. Prior to joining Harris Williams, William was a registered representative with WELLS FARGO SECURITIES, LLC.

Firm Information

William Packard is currently registered with Harris Williams. Harris Williams is a Limited Liability Company that was formed in 2006. The firm is registered in 38 states and is also registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

270

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.

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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William Packard’s Registration & Firm History

VA

04/29/2013 - Present

Harris Williams (RICHMOND VA)

NC

09/15/2010 - 03/22/2013

WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 09/16/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/19/2023

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/14/2010

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Guthrie Packard.
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