Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Robert Poindexter is a financial advisor with Avantax Advisory Services. William has been in the financial services industry since 2008. William is registered with FINRA and the state of Texas. William holds the Series 4, 7, 24, 52, 53 and 66 licenses. William is also registered as an Investment Advisor Representative (IAR) with the state of Texas. William provides financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. William is also a solicitor for Avantax Advisory Services. William has over 15 years of experience in the financial services industry.
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
TX
02/07/2023 - Present
Avantax Advisory Services (DALLAS TX)
BOTH
Issued 02/06/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/29/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/25/2017
Series 4 - Registered Options Principal Examination
BC
Issued 11/12/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/05/2009
Series 24 - General Securities Principal Examination
BC
Issued 08/20/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure William Poindexter is the right advisor for you? Invested Better is here to help.
