Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Henry Vanpelt IV is a financial advisor with over 30 years of experience in the financial services industry. William is a Registered Representative and a General Securities Principal. William has experience in managing client relationships, executive management, insurance, estate planning, business planning, strategic planning, and corporate finance. William is also a Director and President of The Mid-Continent Companies, Ltd. and Mid-Continent Securities, Ltd. He currently works at Burnham Gibson Wealth Advisors, LLC, which is a Registered Investment Advisor with over 30 years of experience in providing financial advisory 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.
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.
Value of plan assets
1
2
TX
10/09/2024 - Present
Burnham Gibson Wealth Advisors, LLC (Houston TX)
MO
02/03/2016 - 10/31/2016
FIRST HEARTLAND CAPITAL, INC. (LAKE ST. LOUIS MO)
AZ
01/05/1996 - 04/14/2000
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
AZ
02/22/1995 - 12/31/1995
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
GA
09/02/1993 - 12/31/1994
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
TX
02/27/1992 - 11/01/1993
PORTFOLIO ASSET MGT/USA FINANCIAL GROUP INC. (EL PASO TX)
OH
11/25/1987 - 01/30/1992
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
BC
Issued 05/09/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 07/02/2002
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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