ADVISOR BIO

William Malcolm Spencer is an active financial advisor with Ameriprise Financial Services, LLC located in ALPHARETTA, GA. William has over 6 years of experience in the financial services industry and is registered to offer investment advice in 16 states. William has passed the Series 66, Series 7, and SIE exams. William has been registered with Ameriprise Financial Services, LLC since June of 2023, and previously worked at Edward Jones. William is a Certified Financial Planner and offers a variety of financial planning services including asset allocation, pension consulting, educational seminars, and portfolio management.

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ADVISOR BIO

William H. Pahl, Jr. is a registered representative with RBC Capital Markets, LLC. William has over 35 years of experience in the financial services industry. William is registered to provide investment advisory services in multiple states. William is also a licensed real estate professional and has experience working with clients of various types, including high-net-worth individuals, charitable organizations, corporations, and public and private employee benefit plans.

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ADVISOR BIO

William Howard is a financial advisor with Osaic Wealth, Inc., based in Marietta, GA. William is a veteran financial advisor, having been in the industry since 1999. He has experience working for a number of leading financial institutions, including Wells Fargo Advisors Financial Network, LLC and Merrill Lynch. William has a broad range of qualifications, including Series 6, 7, 63, and 65 licenses as well as a Securities Industry Essentials (SIE) designation. William specializes in providing financial planning, portfolio management, and educational seminars to individuals, families, businesses, and charitable organizations.

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ADVISOR BIO

William Sims Francis is a Registered Representative and Investment Advisor Representative in Georgia, New Jersey, and Texas. William has been in the industry since December 2023, specializing in financial planning and portfolio management. William is affiliated with Park Avenue Securities LLC and Guardian Life Insurance Company of America. William offers financial planning, educational seminars and selection of other advisors to clients. William works primarily with high net worth individuals and provides insurance business outside of Guardian.

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ADVISOR BIO

William Byrne is a financial advisor with over 25 years of experience in the industry. William has held various positions at different firms, including Morgan Stanley Smith Barney, Citigroup Global Markets Inc. and IFG Advisory, LLC. William is a registered representative and investment advisor in Mississippi and Texas. He has a Series 7, 63, 24 and SIE license. William currently works at IFG Advisory, LLC, a registered investment advisor firm that provides a range of services including financial planning, pension consulting and portfolio management. IFG Advisory, LLC has approximately $3.25 billion in assets under management. William is committed to helping individuals and families achieve their financial goals.

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ADVISOR BIO

William Earle Dodd, III is a financial advisor with over 45 years of experience in the industry. William Earle Dodd, III is currently registered with UBS Financial Services Inc. William Earle Dodd, III has been registered with UBS Financial Services Inc. since January 1995. Previously, William Earle Dodd, III was registered with KIDDER, PEABODY & CO. INCORPORATED. William Earle Dodd, III has held a variety of licenses and registrations over the years, including Series 7, Series 10, Series 24, Series 3, Series 63, and Series 65.

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ADVISOR BIO

William Frechtman is a financial professional with over 10 years of experience in the industry. William is a registered representative of MML Investors Services, LLC. William is registered to offer investment advisory services in Georgia, California, Connecticut, New Jersey, New York, North Carolina and Pennsylvania. William specializes in offering financial planning, portfolio management, pension consulting and asset allocation programs. William is also a licensed agent for Mass Mutual Life Insurance Co. William has a strong commitment to helping clients achieve their financial goals.

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ADVISOR BIO

William Bennett Bradford is a registered representative with MML Investors Services, LLC. William has been in the securities industry since May 12, 2019. William is licensed in Georgia and Texas. William is also registered as an investment advisor in Georgia and Texas.

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ADVISOR BIO

William Christian Lauter is a financial advisor registered with Osaic Wealth, Inc. William is a Series 6 and Series 63 licensed professional. Prior to joining Osaic Wealth, Inc., William worked at TRIAD ADVISORS LLC. William Christian Lauter has been in the financial industry since August 30, 2009.

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ADVISOR BIO

William Howard Tallman is a financial advisor at Janney Montgomery Scott LLC, specializing in financial planning and portfolio management for individuals and businesses. William has been in the financial services industry since 2009 and holds the Series 7, 66 and 79 licenses as well as the SIE exam. William is registered to provide investment advice in all 50 states and the District of Columbia. Prior to joining Janney Montgomery Scott LLC, William was an advisor at Scotia Capital (USA) Inc. and Truist Securities, Inc. William has extensive experience in providing investment advice and wealth management services to clients.

SPECIALIZATIONS