ADVISOR BIO

William Ralph Van buren iv is an Investment Advisor Representative at CAZ Investments LP. William Van buren iv has been with CAZ Investments LP since July 2019 and has been in the financial services industry since February 2016. William Van buren iv holds a Series 65 license. William Van buren iv specializes in portfolio management for pooled investment vehicles, portfolio management for businesses and portfolio management for individuals.

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William Charles Joas is an active Registered Representative with RBC Capital Markets, LLC. William Joas has been in the industry since 1992 and has a strong track record of success in the financial services industry. William Joas is a Series 7, 24 and 66 licensed professional and has been registered in several states, including Minnesota, Texas, and California. William Joas specializes in providing financial advice to a range of clients, including individuals, families, businesses, and institutions. William Joas is committed to providing his clients with personalized financial advice and investment solutions that meet their unique needs.

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ADVISOR BIO

William Servis is a financial advisor who has been in the industry since 2005. William is registered with Freedom Investment Management, Inc. and is based in Hartford, CT. William previously worked at Portsmouth Financial Services, EQIS Securities, LLC, Emerson Equity LLC, Arque Capital, LTD., ATEL Securities Corporation, LPL Financial Corporation and McClurg Capital Corporation. William has passed the Series 6, 7, 63 and 66 exams and the SIE exam. William specializes in providing financial planning, pension consulting, selection of other advisors and portfolio management for individuals, businesses and pooled investment vehicles.

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William Dewey Carson is a financial advisor with Stifel, Nicolaus & Company, Inc. in Chico, California. William has been in the financial services industry since 1982. William holds Series 3, 7, 8, 9, 10, 63, and 65 licenses and has been registered with FINRA since 1982.

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ADVISOR BIO

William Allen is a registered investment advisor representative with Vanguard Advisers, Inc. William has been in the industry since 2021. William is registered to provide investment advice in 53 states. William specializes in investment advice for individuals, businesses, pooled investment vehicles, and charitable organizations.

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ADVISOR BIO

William Macdowell Skimming is an investment advisor with Russell Investments Implementation Services, LLC in Seattle, WA. William has been in the industry since 1999 and has been with Russell Investments Implementation Services, LLC since 2012. William has passed the Series 7, Series 63, Series 52TO and the SIE exams.

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ADVISOR BIO

William Fusco is a financial advisor with Stifel, Nicolaus & Company, Inc. William has been working in the securities industry for over 48 years and has a wide range of experience. William holds Series 63, Series 65, Series 7TO, Series 9, Series 10, and Series 8 licenses. William has also been registered with several other firms throughout his career, including Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Paine Webber Incorporated, and Smith Barney, Harris Upham & Co., Incorporated. William has a strong track record of success in helping clients achieve their financial goals. William offers a variety of financial services, including financial planning, portfolio management, and pension consulting.

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William Gerard Redding is a financial advisor with RBC Capital Markets, LLC. William has over 30 years of experience in the industry and is registered with the Securities and Exchange Commission (SEC) and FINRA. William is licensed to provide financial advice in 53 states and the District of Columbia. William’s primary focus is in providing financial advice to individuals and families, and has experience with institutional clients as well.

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ADVISOR BIO

William Mclarty jarratt Taylor is a financial advisor with Stifel, Nicolaus & Company, Inc. William has over 35 years of experience in the financial services industry. William has worked with clients in Memphis, Tennessee since 1990. Prior to joining Stifel, Nicolaus & Company, Inc., William worked at VINING-SPARKS IBG, LLC and ICBA SECURITIES. William is registered with FINRA and holds the Series 7, Series 24, Series 63, and Series 79TO licenses. William specializes in providing financial planning, portfolio management, and investment advisory services. William serves individuals, businesses, corporations, high-net-worth individuals, insurance companies, banking or thrift institutions, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles.

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William John Weber is a registered Investment Advisor Representative with Knights of Columbus Asset Advisors LLC. William has been in the financial services industry since 2011. He is registered to provide investment advice in Kansas. William holds the Series 65 exam. William is also a Field Agent for Knights of Columbus Insurance and a General Laborer/Landlord for Red Room Studios, LLC.

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