ADVISOR BIO

William Robert Nordt is a financial advisor with Cetera Investment Advisers LLC, specializing in financial planning, pension consulting and selection of other advisors. William Nordt has been working in the financial industry for more than two years. He holds a Series 7TO and SIE securities license and passed the Uniform Combined State Law Examination. William Nordt is also registered in Delaware, Maryland, Massachusetts, North Carolina and Virginia. He is a registered investment advisor (IA) in Virginia. William Nordt also holds a Fixed Insurance Agent/Broker license and is currently employed by VAM Fixed Insurance. William Nordt's previous employment was with Securian Financial Services, Inc. William Nordt is dedicated to providing personalized financial advice to individuals and businesses.

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ADVISOR BIO

William P Jensen is an investment advisor representative at Acadia Financial Services, LLC. William is a Certified Financial Planner with experience in the financial services industry. William's areas of specialization include financial planning, portfolio management for individuals, and publication of periodicals. William is registered with the state of Virginia and Maryland.

SPECIALIZATIONS

ADVISOR BIO

William Thomas Jorgensen is a financial advisor with Ameriprise Financial Services, LLC. William has been in the financial industry since 1998 and holds a Series 7, Series 63, and Series 65 license. William specializes in financial planning, portfolio management, and asset allocation services. William has a proven track record of helping clients achieve their financial goals and has experience working with a diverse range of clientele, including individuals, families, and businesses. In addition to Ameriprise, William has also worked at IDS Life Insurance Company in Minneapolis, Minnesota. William is dedicated to providing personalized financial advice and helping clients make informed decisions about their financial future.

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ADVISOR BIO

William Grayson Poats is a financial advisor at Truist Advisory Services, Inc. William has been in the financial services industry since June 2016. William has a Series 7, Series 66, and SIE licenses. William's office is located in Lynchburg, VA.

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ADVISOR BIO

William Aubry is a financial advisor with Fidelity Personal AND Workplace Advisors, specializing in financial planning, portfolio management for businesses and individuals, and selection of other advisors. William has 2 years of experience in the industry and holds the Series 7TO, Series 66 and SIE licenses. William previously worked at JANNEY MONTGOMERY SCOTT LLC.

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ADVISOR BIO

William Hendrickson is a financial advisor with Davenport & Co. LLC, a firm based in Richmond, Virginia. William has been in the industry since 2003 and is licensed to provide financial services in 14 states. William's career includes experience at LPL FINANCIAL LLC and JEFFERSON PILOT SECURITIES CORPORATION. William specializes in working with a wide range of clients, including individuals, high-net-worth individuals, corporations, partnerships, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

ADVISOR BIO

William Korn is a financial advisor with over 40 years of experience in the industry. William is registered with Capitol Securities Management, Inc. and has held registrations with several other firms throughout his career. William holds a Series 7, 24, 39, and 63 licenses and a Series 65 and SIE exam designation. William is a Certified Financial Planner and offers a wide range of services including financial planning, portfolio management for individuals and businesses, pension consulting and educational seminars. William has a strong track record of success in helping clients achieve their financial goals and is committed to providing personalized and comprehensive financial advice.

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ADVISOR BIO

William Michael Dale is a financial advisor with over 17 years of experience in the industry. William has a strong background in financial planning and investment management. William is registered with Navy Federal Investment Services, LLC and has been with the firm since October 2022. Prior to that, William was with USAA Investment Services Company and USAA Financial Advisors, Inc. William holds the Series 7, 24, 51, 66, 99TO, and SIE licenses. William is also a Certified Financial Planner and a Chartered Financial Consultant. William specializes in providing financial planning and investment management services to individuals and businesses.

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ADVISOR BIO

William Blakely Curtis is a registered investment advisor representative with Osaic Institutions, Inc. based in Winchester, VA. William has been in the industry since 2003 and holds both Series 63 and 65 licenses. William has experience working with charitable organizations, corporations or other businesses, and individuals other than high-net-worth. William also serves as Senior VP/Senior Trust Officer at First Bank, managing the trust department.

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ADVISOR BIO

William Barber is a financial professional with over a decade of experience in the financial services industry. William has held previous roles at Pruco Securities, LLC, and is currently registered with LPL Financial LLC. William is committed to providing personalized financial advice and guidance to help clients achieve their financial goals. William holds the Series 6, Series 7TO and Series 63 licenses and the SIE exam.

SPECIALIZATIONS