Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam McCaffrey is an investment advisor representative with Glassy Mountain Advisors, Inc., and is registered in five states: Colorado, District of Columbia, Maryland, North Carolina, and Virginia. William has been in the financial services industry for over two years. William has a Series 65 license and is active with Glassy Mountain Advisors, Inc.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NC
02/24/2023 - Present
Glassy Mountain Advisors, Inc. (Raleigh NC)
IA
Issued 02/13/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure William McCaffrey is the right advisor for you? Invested Better is here to help.
