ADVISOR BIO

William Tudor Mindroiu is a financial advisor with over 4 years of experience in the financial services industry. William is currently registered with Raymond James & Associates, Inc., and has held previous roles with RAYMOND JAMES FINANCIAL SERVICES, INC. and TRANSAMERICA CAPITAL, INC. William holds Series 6, 7, 99 and 63 licenses. William is a licensed advisor in the state of Michigan. William specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars.

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ADVISOR BIO

William Stacks is a financial advisor with over 35 years of experience in the industry. William is currently registered with Janney Montgomery Scott LLC and has held previous roles with BB&T Securities, LLC, Scott & Stringfellow, LLC, Scott & Stringfellow, Inc., and Dean Witter Reynolds Inc. William offers financial planning and portfolio management services to individuals, businesses, and institutions. William also provides pension consulting and educational seminars. In addition to his role with Janney Montgomery Scott LLC, William is a limited partner in Classic warrior LLC, a real estate investment firm.

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ADVISOR BIO

William McCloud is a financial advisor with Level Four Advisory Services. William has over 25 years of experience in the financial services industry and is a Certified Financial Planner. William is registered with the state of Florida and is also registered with the Financial Industry Regulatory Authority (FINRA).

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ADVISOR BIO

William Eric Trawick is a financial advisor with Ameriprise Financial Services, LLC. William has been working in the financial industry for over 4 years. William is registered to provide investment advice in Alabama, Alaska, Arizona, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kansas, Louisiana, Massachusetts, Michigan, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, and Wyoming. William also holds the Series 7TO, Series 66, and SIE licenses. William has a history of working with Edward Jones and Bankers Life Insurance Company.

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ADVISOR BIO

William Elijah Heath is a financial advisor with LPL Financial LLC, where William has been employed since August 2019. William is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT™. William has been in the financial services industry since June 2004. William is registered with the Securities and Exchange Commission as an Investment Adviser Representative and is registered to conduct securities business in 15 states including: Alabama, California, Florida, Georgia, Kentucky, Maryland, New Jersey, North Carolina, Ohio, South Carolina, Texas, Virginia, Washington. William holds the Series 7, Series 63 and Series 65 licenses. William has worked for LPL Financial LLC since August 2019. Before joining LPL Financial LLC, William worked for EDWARD JONES.

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ADVISOR BIO

William Thompson is a financial professional with over 10 years of experience in the financial services industry. William is currently registered with Victrix Investment Advisors and is a Certified Financial Planner. William provides financial planning, portfolio management and pension consulting services for individuals, families, and businesses.

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William Alexander Yaegers is a financial advisor associated with LPL Financial LLC. William is a Registered Representative and Investment Advisor Representative, licensed in Florida and Texas. William is a Certified Financial Planner and has been in the financial services industry since 2009.

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ADVISOR BIO

William Kaiser Fischer has been in the financial industry since November 1995 and is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. William has a diverse background having previously worked at MURPHEY, MARSEILLES, SMITH & NAMMACK, INC., PAINEWEBBER INCORPORATED, and OPPENHEIMER & CO., INC. William is licensed to conduct securities business in 29 states and is also a registered investment advisor in 2 states.

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ADVISOR BIO

William Sarmiento is a financial advisor with over 10 years of experience in the financial services industry. William is currently registered with Raymond James & Associates, Inc. and is licensed to provide investment advice and securities brokerage services in Alabama, Florida, Georgia, New York and South Carolina. William has a broad range of experience, having previously worked with Morgan Stanley and UBS Financial Services Inc. William holds the Series 7, Series 63, and Series 65 licenses, as well as the SIE exam. William is committed to providing clients with personalized financial advice and services, and is dedicated to helping them achieve their financial goals.

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ADVISOR BIO

William Rowley Aird is a financial professional with Raymond James & Associates, Inc. Aird specializes in providing investment advice and financial planning services to a range of clients, including individuals, families, and businesses. Aird is a registered representative with FINRA and holds the Series 7, Series 57, and SIE licenses. Aird is also registered with the state of Florida. Aird has over 20 years of experience in the financial services industry and is committed to providing clients with personalized financial advice and guidance.

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