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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 Warren Armfield is an Investment Advisor Representative at Independent Advisor Alliance, LLC. William has been in the industry since 2008 and has experience working with both individuals and businesses. William holds the Series 7, 66, and SIE licenses. William specializes in providing financial planning, portfolio management, and pension consulting services to individuals and businesses. William's clients include high-net-worth individuals, individuals other than high-net-worth, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.
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.
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NC
08/18/2020 - Present
Independent Advisor Alliance, LLC (High Point NC)
NC
06/20/2014 - 07/20/2020
COMMONWEALTH FINANCIAL NETWORK (HIGH POINT NC)
NC
04/14/2008 - 06/23/2014
EDWARD JONES (HIGH POINT NC)
BOTH
Issued 04/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/17/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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