ADVISOR BIO

William Morris is a financial advisor in McDonough, Georgia, working with Cape Investment Advisory, Inc. William has been in the financial services industry since 1994 and is registered in 11 states. William's primary focus is providing financial planning and portfolio management services to individuals. William also works with small business owners and retirement plans.

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ADVISOR BIO

William Alan Franks is a financial advisor with MML Investors Services, LLC. William has been in the securities industry since 2011. William is registered with the state of Georgia. William has a Series 6, Series 7 and SIE licenses. William is also registered with the state of Texas. William is registered with the state of Alabama, California, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Illinois, Massachusetts, Michigan, New Jersey, North Carolina, Pennsylvania, South Carolina, Texas and Virginia.

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ADVISOR BIO

William Martin is a registered investment advisor representative with Park Avenue Securities LLC. William has been in the financial services industry since 1997. William has a strong background in financial planning and portfolio management. William is currently registered in Colorado, Delaware, Florida, Georgia, Kansas, South Carolina, Texas and Washington to provide investment advice. William is also registered in Georgia to provide securities advice. William is a highly experienced investment advisor and is committed to helping clients achieve their financial goals.

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ADVISOR BIO

William Lam is a financial advisor with over 20 years of experience in the industry, and currently registered with Cetera Investment Advisers LLC. William has been with the firm since 2004 and holds Series 6, Series 7, Series 63, and Series 65 licenses. William is also registered with the following states: Alabama, California, Florida, Georgia, Illinois, North Carolina, Oklahoma, Oregon, and Tennessee. William specializes in providing financial planning and investment advisory services to individuals, high-net-worth individuals, corporations, and businesses, and pension and profit-sharing plans. William also offers educational seminars on financial planning topics.

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ADVISOR BIO

William Waldron is a financial advisor currently associated with LPL Financial LLC. William has over 10 years of experience in the financial services industry, having previously been with Lincoln Financial Advisors Corporation. William holds FINRA Series 63, 66, 7 and SIE licenses. William is registered in 13 states, including California, Delaware, Florida, Georgia, Maryland, Massachusetts, Nevada, New Jersey, New York, Ohio, Pennsylvania, Texas, and Virginia.

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ADVISOR BIO

William Roundtree is a financial advisor with Synovus Securities, Inc. William has been in the financial services industry for over 10 years. William holds the Series 7, Series 63, and Series 65 licenses and the SIE certification. William is registered to offer investment advisory services in Alabama, Florida, Georgia, Mississippi, North Carolina, and Oklahoma. William has previously worked at SECurian Financial Services, Inc. and E*TRADE Securities LLC. William's areas of expertise include portfolio management for individuals and businesses, financial planning, and tax-related services.

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ADVISOR BIO

William Hazen is a financial advisor associated with Merrill Lynch, Pierce, Fenner & Smith Inc. William has over 7 years of experience in the financial services industry. William is registered with the state of South Carolina and Texas. William holds the Series 7, Series 66 and SIE securities licenses.

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William Alva Griggers is a financial advisor with LPL Financial LLC and has been in the financial services industry since May 27, 1983. William Griggers has a total of 27 approved state registrations including Georgia and Texas, and has held several previous positions at BB&T Investment Services, Inc., PrimeVest Financial Services, Inc., Capital Brokerage Corporation, Laughlin Group Advisors, Inc., and Pruco Securities Corporation. William Griggers has licenses for Series 6, 7, 24, and 63, along with the SIE exam. William Griggers is also a Chartered Financial Consultant.

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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 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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