ADVISOR BIO

William Milton Weimer is an investment advisor representative with Eagle Strategies LLC. William holds the Series 6, Series 63, and SIE securities licenses. William has over 27 years of experience in the financial services industry. William is a Certified Financial Planner and a Chartered Financial Consultant. William provides a wide range of financial planning services, including portfolio management, retirement planning, college savings planning, and estate planning. William is committed to providing his clients with personalized financial advice and guidance.

SPECIALIZATIONS

ADVISOR BIO

William Shelton is a financial advisor with over 40 years of experience in the industry. William has a broad range of experience in the financial services industry and is registered to provide investment advice in a number of states. William specializes in providing financial planning, portfolio management for individuals, and selection of other advisers. William is affiliated with Park Avenue Securities LLC.

SPECIALIZATIONS

ADVISOR BIO

William James Lagos is a financial advisor with Verus Financial Partners. William has been in the industry since 2006. William is registered as an Investment Advisor Representative in Virginia and has his Series 65 license. William has experience with financial planning and portfolio management for individuals. William is also a Certified Financial Planner and a Chartered Financial Consultant.

SPECIALIZATIONS

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.

SPECIALIZATIONS

ADVISOR BIO

William Rice is a financial professional with Wells Fargo Clearing Services, LLC. William has been in the industry since December 3, 2023, and has Series 7TO and SIE licenses. William holds a current registration with FINRA. William's primary office location is in Richmond, VA, and William can be reached at the James Center II branch location.

SPECIALIZATIONS

ADVISOR BIO

William Valentine is a financial advisor with Davenport & Co. LLC, a firm registered with the Securities and Exchange Commission (SEC) and regulated by the Financial Industry Regulatory Authority (FINRA). William has worked in the securities industry since 2017. William specializes in financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies. William is registered with the SEC and FINRA in Virginia and Texas. William offers a range of services, including: * Financial planning * Pension consulting * Portfolio management for individuals, businesses, and investment companies * Educational seminars * Selection of other advisors * Portfolio management for pooled investment vehicles

SPECIALIZATIONS

ADVISOR BIO

William Thompson is a financial advisor at Mercer Global Advisors Inc. William is a Certified Financial Planner™ and has over 10 years of experience in the financial services industry. William is registered with the state of Maryland and Virginia to provide investment advisory services. He is also a licensed Series 7, Series 63, and Series 65 representative. William specializes in providing financial planning, investment management, and trust services. He helps individuals and families achieve their financial goals, including retirement planning, college savings, and estate planning.

SPECIALIZATIONS

ADVISOR BIO

William Hall is a financial advisor with over 20 years of experience in the industry. William is currently registered with LPL Financial LLC in Alexandria, VA. Previously, William was registered with UBS Financial Services Inc. and Legg Mason Wood Walker, Incorporated. William holds Series 7, 24 and 66 licenses. William is a registered investment advisor in Virginia and Texas. William provides financial planning, consulting, and portfolio management services to individuals, businesses, and charitable organizations. William also offers educational seminars to clients.

SPECIALIZATIONS

ADVISOR BIO

William D Barbour is a financial advisor with LPL Financial LLC. William has been in the industry since 2007 and holds Series 6, Series 63, and SIE licenses. William works out of the Roanoke, VA office of LPL Financial LLC. Previously, William was affiliated with AVANTAX INVESTMENT SERVICES, INC.

SPECIALIZATIONS

ADVISOR BIO

William Joseph Nelson is an investment advisor representative for Pacesetter Planning LLC. William has been in the industry for over 10 years and holds Series 66, 65, 7 and SIE licenses. William is a Certified Financial Planner and is registered in California, Massachusetts and Virginia. William is experienced in providing financial planning, portfolio management and educational seminars.

SPECIALIZATIONS