Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Jeffery Crenshaw is a financial advisor at Gallagher Fiduciary Advisors, LLC, based in Charlotte, NC. William has been in the financial services industry since 1991. William has experience in providing financial advice to individuals, businesses, and retirement plans. William's previous experience includes roles with Kestra Investment Services, LLC, Captrust Financial Advisors, Palmer & Cay Securities Corporation, and MMC Securities Corp. William is registered to offer investment advice in North Carolina, Texas, and several other states. William is committed to providing clients with the highest quality financial advice and service.
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.
See schedule d misc. for explanation
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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2
NC
04/25/2022 - Present
Gallagher Fiduciary Advisors, LLC (Charlotte NC)
GA
03/31/2022 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NC
05/15/2008 - 03/31/2022
KESTRA INVESTMENT SERVICES, LLC (CHARLOTTE NC)
NC
01/12/2006 - 08/08/2007
CAPTRUST FINANCIAL ADVISORS (CHARLOTTE NC)
NC
07/29/2003 - 12/14/2005
PALMER & CAY SECURITIES CORPORATION (CHARLOTTE NC)
NY
11/15/2002 - 07/16/2003
MMC SECURITIES CORP. (NEW YORK NY)
NY
07/31/1993 - 01/09/1997
SMITH BARNEY INC. (NEW YORK NY)
NY
11/12/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 06/17/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/11/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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