Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam John Powers is a financial advisor with Avantax Advisory Services. William has been in the financial services industry since 1994. He specializes in providing financial planning and investment advice to individuals, businesses, and retirement plans. William has a strong track record of helping clients reach their financial goals and has earned the trust and confidence of his clients. He is committed to providing personalized and comprehensive financial advice to help clients make informed decisions about their financial future.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
KY
01/24/2018 - Present
Avantax Advisory Services (Dayton KY)
KY
12/20/2005 - 01/26/2018
SECURITIES AMERICA, INC. (Dayton KY)
TX
01/13/2000 - 12/31/2005
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
BOTH
Issued 01/19/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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