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.

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ADVISOR BIO

William Francis Reifsteck is a registered representative with Park Avenue Securities LLC, and has been in the industry since 2019. William Francis Reifsteck is registered in 15 states and has passed the Series 63, Series 7TO and Series 6TO exams. William Francis Reifsteck specializes in providing financial planning, selection of other advisors, and portfolio management for individuals. William Francis Reifsteck is also a head coach and president of Crozet Summit, a youth sports organization.

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ADVISOR BIO

William David Longfritz is a registered investment advisor representative with Edward Jones. He has been in the industry since December 2000 and is registered with the Securities and Exchange Commission (SEC). He currently holds licenses to provide financial advice in multiple states. William has a strong focus on financial planning, pension consulting, and portfolio management for both individuals and businesses. He is dedicated to providing personalized and comprehensive financial advice to help clients achieve their financial goals.

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ADVISOR BIO

William Brock Warf is a registered representative with Edward Jones. William is licensed to provide investment advice in 24 states and has been in the industry since July 2022. William holds the Series 7TO, Series 66, and SIE securities licenses. The firm manages more than $824 billion in assets for individuals, corporations, insurance companies, charitable organizations, and pension plans.

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ADVISOR BIO

William Eubank is an investment advisor representative with Edward Jones, a firm headquartered in St. Louis, Missouri. William is registered with the state of Virginia and has been working in the financial industry since 2019.

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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.

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ADVISOR BIO

William Thompson Mears is a registered representative with Equitable Advisors, LLC. William Mears is a financial advisor based in Fredericksburg, VA with a career in the financial industry since July 2015. William Mears has experience in the securities and investment advisory industry, primarily working with high net worth individuals and corporations. William Mears can provide financial planning, pension consulting, and portfolio management services.

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ADVISOR BIO

William Meade Haskins is an investment advisor representative with Insight Advisors, LLC. William has been in the securities industry since 1984. He has a Series 63, Series 65, Series 3, Series 5 and Series 7 license. William has experience with a number of firms including Wells Fargo Advisors Financial Network, LLC, Purshe Kaplan Sterling Investments, and J.J.B. Hilliard, W.L. Lyons, Inc.. William is registered in Virginia.

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ADVISOR BIO

William Darden Smith is a financial advisor with TD Private Client Wealth LLC and has been in the financial services industry since January 2003. William is registered with the state of Florida, Kentucky, North Carolina, South Carolina, and Virginia. William Darden Smith holds the following licenses: Series 6, 7, 63, and 66. He is also a Certified Financial Planner. William Darden Smith has been with TD Private Client Wealth LLC since December 2013. Prior to that, he worked for FIRST CITIZENS INVESTOR SERVICES, INC. and FIRST UNION BROKERAGE SERVICES, INC.

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ADVISOR BIO

William Taber Brown is a financial advisor at Osaic Wealth, Inc. William has been in the financial services industry since 2011 and has a wide range of experience. William provides financial planning, portfolio management, and other investment advisory services to individuals, families, and businesses. William is also a Certified Financial Planner. William is registered with the Financial Industry Regulatory Authority (FINRA) and is also a registered investment advisor in South Carolina.

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