William Cave (CRD# 6093801) is an Investment Advisor Representative working at Edward Jones in Albany, GA and has over 10 years of experience in the finance industry.
CRD# 2984227
Wells Fargo Advisors
CRD# 5323752
Kingsmark Private Financial Advisors, LLC
CRD# 1948480
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St.louis, MO | Feb 2019 - Current | 5 |
| Bailey Cave Design Company | Albany, GA | Feb 2017 - Current | 7 |
| Cetera Advisor Networks | El Segundo, CA | Jan 2017 - Feb 2017 | < 1 |
| Cwm, LLC | Omaha, NE | Jan 2015 - Feb 2017 | 2 |
| Whiddon Wealth Management, LLC | Albany, GA | Sep 2012 - Feb 2017 | 4 |
| Financial And Investment Management Advisors, Inc. | Albany, GA | Mar 2014 - Jan 2017 | 2 |
| Lpl Financial LLC | Albany, GA | Aug 2013 - Jan 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2014 |
- GA
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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