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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Kyle Bird is a financial advisor with Fisher Investments, a firm managing over $298 billion in assets. William Kyle Bird has over 15 years of experience in the financial services industry. William Kyle Bird is registered in Florida and Texas. Previously William Kyle Bird worked at TD Ameritrade and Scottrade. William Kyle Bird holds the Series 7, 9, 10, 63, and 66 securities licenses and has earned the Certified Financial Planner designation. William Kyle Bird specializes in providing financial advice to high net worth individuals, corporations, pooled investment vehicles, and other investment advisors.
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.
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.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
07/27/2023 - Present
Fisher Investments (PLANO TX)
FL
02/26/2018 - 05/12/2021
TD AMERITRADE, INC. (TAMPA FL)
FL
07/15/2014 - 02/26/2018
SCOTTRADE, INC. (CLEARWATER FL)
NY
03/17/2014 - 07/10/2014
LPL FINANCIAL LLC (NEWBURGH NY)
FL
08/10/2006 - 02/14/2014
SCOTTRADE, INC. (CLEARWATER FL)
BOTH
Issued 05/22/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/23/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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