William Burns, financial advisor Bermuda Run NC
93 score

William Burns

CRD Number: 5951028
Current Firm: Woodard & Co Asset Management Group Inc.

William Burns (CRD# 5951028) is an Investment Advisor Representative working at Woodard & Co Asset Management Group Inc. in Bermuda Run, NC and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Woodard & Company Asset Management Group, Inc. Bermuda Run, NC Feb 2014 - Current 4
Lincoln Financial Securities Corporation Winston-salem, NC Aug 2011 - Feb 2014 2
Unemployed Winston-salem, NC Apr 2011 - Aug 2011 < 1
Southern Community Bank And Trust Winston Salem, NC May 2003 - Apr 2011 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2011
S65 NASAA Investment Advisors Law Examination Nov 2013
Contact Info for William G. Burns
Phone Number: 336-998-7000
Firm Website: http://www.wcamg.com
Registered State(s):
  • CA
  • GA
  • NC
  • OH
  • SC
  • VA
  • FL
  • CO
  • MD
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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