Years of Experience
5-20+ Years
MEMPHIS, TN
8 Years Experience
0 Disclosures
ADVISOR BIO
William James Threadgill is a registered representative with Chickasaw Capital Management, LLC. William has been in the financial services industry since August 2011. William's experience includes working as a financial consultant. William holds the Series 7, Series 24, Series 27, Series 66, and Series 99TO licenses and is registered with the state of Tennessee. William is a member of FINRA.
SPECIALIZATIONS
LANCASTER, PA
1 Years Experience
0 Disclosures
ADVISOR BIO
William Adote is a financial advisor who has been in the industry since 2024. William is currently registered with RBC Capital Markets, LLC in Pennsylvania and Texas. William has previously worked with Equitable Advisors, LLC. William holds the Series 66, Series 7TO and the SIE exams. William is registered to provide financial advice to various clients including individuals, corporations, charitable organizations, high-net-worth individuals and pooled investment vehicles. William offers various services including financial planning, pension consulting and portfolio management for individuals and businesses.
SPECIALIZATIONS
HICKORY, NC
20 Years Experience
0 Disclosures
ADVISOR BIO
William Richard Mode is a financial advisor at Stifel, Nicolaus & Company, Inc.. William has been in the financial industry since 2005. William has worked at multiple firms including Wells Fargo Clearing Services, LLC and Carter, Terry & Company, Inc.. William is registered as a broker-dealer and an investment advisor representative in several states.
SPECIALIZATIONS
Fairfax, VA
37 Years Experience
0 Disclosures
ADVISOR BIO
William Franklin Brinkley is a financial advisor with over 35 years of experience in the industry. William is currently registered with RBC Capital Markets, LLC and has been with the firm since June 2024. Previously, William worked for Truist Investment Services, INC., BB&T Securities, LLC, and Scott & Stringfellow, LLC. William specializes in portfolio management for individuals, businesses, and pooled investment vehicles. William also provides financial planning and pension consulting services.
SPECIALIZATIONS
LOS ANGELES, CA
0 Disclosures
ADVISOR BIO
William Bradford Towne is a registered representative with Goldman Sachs & Co. LLC and has been in the industry since September 2024. William holds the Series 7TO and SIE licenses and is registered in Colorado, District of Columbia, Florida, Louisiana, Maryland, and Puerto Rico. William works in the Century City/Los Angeles office and is specialized in securities, mutual funds, variable annuities, fixed annuities, options, and investment advisory services.
SPECIALIZATIONS
CHICAGO, IL
11 Years Experience
0 Disclosures
ADVISOR BIO
William Pearce is a registered Investment Advisor Representative with Zacks Investment Management, Inc. William Pearce holds licenses for both securities and investment advising in 12 states including Illinois, Iowa, Kansas, Minnesota, Missouri, and Wisconsin. William Pearce has been active in the financial services industry since January 29, 2014. William Pearce is a licensed securities representative and has passed the Series 7, Series 63, and Series 65 exams.
SPECIALIZATIONS
0 Disclosures
ADVISOR BIO
William Stinnett is a registered Investment Advisor Representative with Orion Portfolio Solutions, LLC. William has been in the industry since November 2019. William has passed the Uniform Investment Adviser Law Examination (Series 65). William's areas of specialization include: providing advice to individuals, businesses, charitable organizations, and retirement plans.
SPECIALIZATIONS
SAN FRANCISCO, CA
0 Disclosures
ADVISOR BIO
William Mattson is an Investment Advisor Representative with Iconiq Capital, LLC. William's primary office is located in San Francisco, CA. William holds a Series 65 license and is registered with the state of California. William is currently working towards becoming an Investment Advisor Representative (IAR) in California. William's experience includes roles at Advisr, Inc., Rye Country Day School, Dartmouth College and ICONIQ Capital. William has expertise in portfolio management for private foundations, individuals, and pooled investment vehicles.
SPECIALIZATIONS
EL SEGUNDO, CA
0 Disclosures
ADVISOR BIO
William Moffly is an Investment Advisor Representative at Validus Capital LLC in El Segundo, California. William has been in the industry for 7 years and has a Series 65 license. William also holds the designation of Investment Advisor Representative. Validus Capital LLC is a Registered Investment Adviser specializing in providing portfolio management services to individuals, pooled investment vehicles, and other investors.
SPECIALIZATIONS
NEW YORK, NY
0 Disclosures
ADVISOR BIO
William Albert Ackman is an investment advisor representative with Pershing Square Capital Management, LP and Pershing Square GP, LLC. William has been registered with the Securities and Exchange Commission since April 14, 2008. William is licensed to provide investment advisory services in Texas. William has passed the Series 3 exam. William has a long history of working in the financial industry, having worked with Pershing Square Capital Management, LP since January 2004, Pershing Square Holdings, GP, LLC since February 2005, and Pershing Square GP, LLC since January 2004. William has a specialization in portfolio management for pooled investment vehicles.
SPECIALIZATIONS
