William Portwood (CRD# 4853700) is an Investment Advisor Representative working at Littlefield Asset Management, Inc. in Canton, GA and has over 19 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 1742325
Edward Jones
CRD# 5828415
Ajax Capital Advisors, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Capital Connect, LLC | Vero Beach, FL | Dec 2023 - Current | < 1 |
Vestra Advisors, LLC | New York, NY | Aug 2023 - Current | < 1 |
Vest Securities LLC | Mclean, VA | Aug 2023 - Current | < 1 |
Harvest Money / Invest Your Faith | Cincinatti, OH | Nov 2022 - Current | 1 |
Littlefield Asset Management, Inc. | Atlanta, GA | Aug 2022 - Current | 1 |
Equity Shift, Inc. | Raleigh, NC | Jul 2020 - Current | 3 |
Falcon Square Capital, LLC | Raleigh, NC | Feb 2019 - Current | 5 |
Vision 4 Fund Distributors, LLC | Scottsdale, AZ | Aug 2018 - Current | 5 |
First Dominon Capital Corp. | Richmond, VA | Jan 2017 - Current | 7 |
Archstone Capital, LLC | Washington, DC | Jun 2015 - Current | 8 |
Hollister Associates, LLC | Mt. Pleasant, SC | Feb 2015 - Current | 9 |
Jbs Liberty Securities, Inc. | Kannapolis, NC | May 2013 - Current | 11 |
Financial Industry Consulting Associates | Atlanta, GA | Aug 2007 - Current | 16 |
Phase One Financial Services, LLC | New York, NY | Jan 2018 - Dec 2023 | 5 |
Tj Bender & Company, Inc. | Atlanta, GA | Mar 2018 - Apr 2022 | 4 |
38 Degree Advisors, Inc. | Portola Valley, CA | Sep 2013 - Jul 2018 | 4 |
Croft & Bender, LP | Atlanta, GA | Jan 2018 - Apr 2018 | < 1 |
Commonwealth Capital Management | Richmond, VA | Jan 2017 - Dec 2017 | < 1 |
First Integrity Capital Partners Corp | West Palm Beach, FL | Jan 2010 - Nov 2015 | 5 |
Aoc Securities, LLC | Atlanta, GA | Dec 2014 - Oct 2015 | < 1 |
Slated Securities, LLC | New York, NY | Sep 2013 - Apr 2015 | 1 |
Ifs Securities, Inc. | Atlanta, GA | Nov 2013 - Jun 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2004 |
S65 | NASAA Investment Advisors Law Examination | Nov 2022 |
- GA
-
Total Assets Under Management106MILLIONS
-
Total Number of Accounts107ACCOUNTS
-
Average Account Value$993,411
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
GA
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