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William Russell Sims

Missionsquare Retirement

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About William Russell Sims

William Russell Sims is a financial advisor with over 24 years of experience in the industry. William is currently registered with Missionsquare Retirement in ADA, MI. William is also registered in Illinois, Indiana, Michigan, and Wisconsin. Previously, William worked at AXA Advisors, LLC, Scottrade, Inc., and TD Waterhouse Investor Services, Inc. William holds Series 63, 65, 66, 7, 9, 10, and SIE licenses. William specializes in providing portfolio management for individuals and businesses.

Firm Information

William Sims is currently registered with Missionsquare Retirement. Missionsquare Retirement is an investment advisor headquartered in Washington, DC. The firm manages assets for individuals, high-net-worth individuals, and insurance companies. Missionsquare Retirement has approximately 234 registered representatives and 224 investment advisory professionals.
Missionsquare Retirement

777 NORTH CAPITOL STREET NE, SUITE 600

WASHINGTON, DC 20002-4240

$6.11B

Assets Under Management

694

Total Clients

182

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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William Sims’s Registration & Firm History

MI

12/02/2024 - Present

Missionsquare Retirement (ADA MI)

MI

07/09/2018 - 09/17/2018

AXA ADVISORS, LLC (GRAND RAPIDS MI)

MI

03/17/2006 - 07/27/2016

SCOTTRADE, INC. (GRAND RAPIDS MI)

MI

10/15/1997 - 02/01/2006

TD WATERHOUSE INVESTOR SERVICES, INC. (GRAND RAPIDS MI)

MI

03/31/1995 - 11/29/1995

OLDE DISCOUNT CORPORATION (DETROIT MI)

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Licenses & Designations

IA

Issued 09/05/2018

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 06/12/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/12/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/03/1999

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 09/03/1999

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 09/17/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/30/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Russell Sims.
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