William Pickering, financial advisor High Point NC

William Pickering

CRD Number: 5758950
Current Firm: Concourse Financial Group Advisors

William Pickering (CRD# 5758950) is an Investment Advisor Representative working at Concourse Financial Group Advisors in High Point, NC and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Concourse Financial Group Securities Inc. High Point, NC Aug 2017 - Current 6
(dba) First Summit Financial Sanford, FL May 2001 - Current 22
Lincoln Financial Securities Corp Winston Salem, NC Feb 2010 - Aug 2017 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2010
Contact Info for William R. Pickering
Phone Number: 800-288-3035
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    4,021
    MILLIONS
  • Total Number of Accounts
    21,163
    ACCOUNTS
  • Average Account Value
    $189,980
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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