Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Mccomas Byron is a financial advisor with over 30 years of experience in the financial services industry. William is registered with Corient and is licensed to provide investment advice in North Carolina and Texas. William also holds the Series 6, Series 63, and Series 65 licenses, and has specialized in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and other institutions. In the past, William has worked at NFP Securities, Inc., Walnut Street Securities, Inc., Northwestern Mutual Investment Services, LLC, Nathan & Lewis Securities, Inc., and Robert W. Baird & Co. Incorporated. William’s firm, Corient, offers a range of services, including financial planning, portfolio management, and pension consulting. Corient provides services to a diverse range of clients, including high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
NC
01/03/2025 - Present
Corient (Charlotte NC)
NC
09/02/2004 - 06/26/2013
NFP SECURITIES, INC. (CHARLOTTE NC)
CA
08/01/2003 - 09/08/2004
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
WI
03/24/1992 - 04/26/2004
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
NY
12/21/2001 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
WI
09/11/1992 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 05/07/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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