Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam James Roddy is an Investment Advisor Representative with Beacon Pointe Advisors, LLC. William has been registered with the state of California since November 13, 2023. William is a Series 65 licensed advisor and has been working in the financial industry since January 2023. Prior to joining Beacon Pointe Advisors, William worked at Axis Automation in Grand Rapids, MI, Challenge Manufacturing in Walker, MI, and Duke University in Durham, NC.
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.
Strategic management for diversified investment portfolios.
Consulting services
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.
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CA
11/13/2023 - Present
Beacon Pointe Advisors, LLC (San Jose CA)
IA
Issued 11/11/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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