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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 Winfree Paxton is an Investment Advisor Representative with Captrust. William Paxton has been in the financial services industry since August 1996. William Paxton has a Series 65 license and is a Certified Financial Planner. William Paxton is registered to provide investment advisory services in Texas and Virginia. Captrust, the firm where William Paxton is employed, offers a range of investment advisory services, including financial planning, pension consulting, portfolio management for individuals, businesses, 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.
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.
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NC
09/27/2017 - Present
Captrust (RALEIGH NC)
IA
Issued 01/08/1997
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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