Invested Better
Educational Seminars & Workshops Advisors in Tennessee
5,989 Results
Unclaimed

Center Hill Wealth, LLC

location

NASHVILLE, TN

0 Disclosures

ADVISOR BIO

William Adams is a Registered Investment Advisor (RIA) currently with Center Hill Wealth, LLC in Nashville, TN. William has been in the industry since 2009. William's previous employment includes Morgan Stanley and Merrill Lynch, Pierce, Fenner & Smith Incorporated. William holds the Series 7, Series 66, and SIE exams and specializes in financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. William has a total of 113 accounts with $15,942,772 in regulatory assets under management.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Raymond James & Associates, Inc.

location

KNOXVILLE, TN

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

William Byron Lawson has been in the financial industry since November 1986 and is currently a registered representative with Raymond James & Associates, Inc. William Lawson has held licenses with several other firms, including Morgan Keegan & Company, Inc., Wachovia Securities, LLC, First Union Capital Markets Corp., Prudential Securities Incorporated, Dean Witter Reynolds Inc., Shearson Lehman Hutton Inc., and MONY Securities Corp. William Lawson is registered with the states of Alabama, Alaska, Florida, Georgia, Hawaii, Michigan, North Carolina, Oregon, Tennessee, Texas, and Virginia. William Lawson also holds Series 6, 7, 3, 63, and 65 licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed
location

NASHVILLE, TN

experience

39 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

William Keith Phillips is a financial advisor with &partners in NASHVILLE, TN. William Keith Phillips has been in the industry since 1986 and has a strong track record of providing financial advice to individuals and businesses. William Keith Phillips is registered with the FINRA and is also licensed to provide investment advice in 10 states. William Keith Phillips has a broad range of experience in the financial industry, including working with clients in the areas of retirement planning, college savings, estate planning, and wealth management. William Keith Phillips is also experienced in providing portfolio management services to clients. William Keith Phillips is committed to providing personalized financial advice to help clients reach their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PORTFOLIO MANAGER SELECTION, FURNISH ADVICE NOT INVOLVING SECURITIES, RESEARCH REPORT SERVICES, 1042 PORTFOLIO CONSTRUCTION
Publication of Financial Periodicals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

FRANKLIN, TN

experience

11 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

William Hargett is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. He has been in the industry since January 2014. William is registered to provide investment advice in Tennessee and Texas. He holds the Series 66, SIE and Series 7 licenses. William is an active member of the financial services industry and is dedicated to providing clients with the highest level of service.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Raymond James & Associates, Inc.

location

MEMPHIS, TN

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

William O'neal Frazier is a financial advisor at Raymond James & Associates, Inc., located in MEMPHIS, TN. William is a licensed financial professional with a Series 7 and Series 63 license. William has been working in the financial services industry since October 30, 2000. Prior to joining Raymond James & Associates, Inc., William worked at Morgan Keegan & Company, Inc. and SunTrust Capital Markets, Inc.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

Crossville, TN

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

William Patrick Roper is an active advisor who works with clients in the states of California, Florida, Georgia, Michigan, North Carolina and Tennessee. William Patrick Roper has been in the industry since 2010 and has passed the Uniform Securities Agent State Law Examination and Uniform Combined State Law Examination. William Patrick Roper currently works with Raymond James Financial Services Advisors, Inc., but has also previously worked with First Horizon Advisors, Inc. and J.J.B. Hilliard, W.L. Lyons, LLC. William Patrick Roper's work specialties are investment management, financial planning, pension consulting and portfolio management for both individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

Robert W. Baird & Co. Inc.

location

CHATTANOOGA, TN

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

William Bradford is a financial advisor with over 25 years of experience in the industry. William has been with Robert W. Baird & Co. Inc. since 2019. Prior to that, William worked at J.J.B. HILLIARD, W.L. LYONS, LLC. William has a broad range of experience, with expertise in several areas including portfolio management for businesses, individuals, investment companies and pooled investment vehicles. William is a registered representative in 14 states, including Tennessee, Texas, Alabama, California, Colorado, District of Columbia, Florida, Georgia, Kansas, Kentucky, Maine, Michigan, New York, North Carolina, South Carolina. William is also a registered investment advisor in Tennessee and Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Voya Financial Advisors, Inc.

location

KNOXVILLE, TN

experience

20 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

William Rutter is a financial advisor at Voya Financial Advisors, Inc. William has been in the financial industry since 2005 and has a Series 7, Series 66, and SIE license. William has held previous positions at ING FINANCIAL ADVISERS, LLC, METLIFE SECURITIES INC., P.J. ROBB VARIABLE CORPORATION, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. William is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed in Florida, Kentucky, North Carolina, South Carolina, Tennessee, and West Virginia. William specializes in providing financial planning, portfolio management, and educational seminars to individuals, high-net-worth individuals, and corporations. William is also a volunteer teacher for Junior Achievement.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Silver OAK Securities, Inc.

location

KINGSPORT, TN

experience

32 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

William Bingham is a financial advisor with over 30 years of experience in the financial services industry. William is currently registered with Silver Oak Securities, Inc., and is licensed to provide financial advice and sell securities in several states. Previously, William worked at NFP Securities, Inc. and Royal Alliance Associates, Inc. William has a broad range of experience in the financial services industry and is dedicated to helping his clients reach their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Raymond James & Associates, Inc. | CFP ® (Certifications)

location

MEMPHIS, TN

experience

36 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

William Mayer is a financial advisor with over 30 years of experience in the industry. William is a registered representative of Raymond James & Associates, Inc. and is licensed in 19 states. William has a wide range of experience in financial planning, portfolio management, and investment advice. William is also a Certified Financial Planner.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS

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