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William Jackson Arnold

Avid Planning

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About William Jackson Arnold

William Jackson Arnold is a financial advisor registered in Florida and Texas. William Arnold is a licensed professional with 16 years of experience in the financial services industry. Currently, William Arnold is affiliated with Avid Planning, and his work is focused on providing financial consulting, financial planning, and portfolio management services. He has a strong track record of helping clients reach their financial goals. William Arnold previously held positions at LPL FINANCIAL LLC, EDWARD JONES and T. ROWE PRICE INVESTMENT SERVICES, INC.

Firm Information

William Arnold is currently registered with Avid Planning. Avid Planning is an independent financial advisory firm located in Massachusetts. The firm manages $44.87 million in assets for 212 clients. They specialize in providing financial planning and portfolio management services to individuals and high-net-worth individuals. The firm also offers other advisory services, including selection of other advisers and financial consulting.

$44.87M

Assets Under Management

Not reported

Total Clients

1

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial consulting

Financial consulting

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 Arnold’s Registration & Firm History

FL

08/17/2016 - Present

Avid Planning (ST. PETERSBURG FL)

FL

08/16/2010 - 09/26/2016

LPL FINANCIAL LLC (ST. PETERSBURG FL)

FL

02/02/2007 - 08/04/2010

EDWARD JONES (ST PETE BEACH FL)

FL

11/19/2004 - 02/03/2007

T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)

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Licenses & Designations

BOTH

Issued 02/16/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/12/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/26/2016

SIE - Securities Industry Essentials Examination

BC

Issued 11/08/2006

Series 7 - General Securities Representative Examination

BC

Issued 11/18/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Jackson Arnold.
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