William Girone, financial advisor Charlotte NC
93 score

William Girone

CRD Number: 1447172
Current Firm: Investacorp Advisory Services Inc.

William Girone (CRD# 1447172) is an Investment Advisor Representative working at Investacorp Advisory Services Inc. in Charlotte, NC and has over 24 years of experience in the finance industry.

Similar Advisors
Tony Montanari, financial advisor Charlotte NC
Tony Montanari
CRD# 3089483
Prospera Financial Services, Inc.
Score
104
Similar Advisors
Robert Higgins, financial advisor Charlotte NC
Robert D. Higgins
CRD# 2500734
Dalton Financial LLC
Score
103
Similar Advisors
Luther Lockwood II, financial advisor Charlotte NC
Luther A. Lockwood II
CRD# 2082331
M Holdings Securities, Inc.
Score
103
Company Name Location Dates Years
Investacorp Inc. Miami, FL Jan 2016 - Current < 1
Investacorp Advisory Services Miami, FL Jan 2016 - Current < 1
Hcb Charlotte, NC Oct 2015 - Current 1
Nfp Advisor Services Austin, TX Mar 2015 - Dec 2015 < 1
Invest Financial Corp. Greensboro, NC Jan 2014 - Feb 2015 1
American United Life Charlotte, NC Oct 2010 - Feb 2015 4
Oneamerica Securities Charlotte, NC Oct 2010 - Jan 2014 3
Equity Services, Inc. Montpelier, VT Aug 2008 - Sep 2010 2
National Life Group Montpelier, VT Jul 2008 - Sep 2010 2
Merrill Lynch Pennington, NJ Nov 2007 - Jul 2008 < 1
Minnesota Life St Paul, MN Dec 2003 - Nov 2007 3
Minnesota Life Ins Co St Paul, MN Sep 2002 - Nov 2007 5
Securian Financial Services, Inc. St Paul, MN Sep 2002 - Nov 2007 5
Virginia Asset Mgmt Richmond, VA Sep 2002 - Nov 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1992
S65 NASAA Investment Advisors Law Examination Jul 2010
Contact Info for William M. Girone
Phone Number: 305-557-3000
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    1,606
    MILLIONS
  • Total Number of Accounts
    6,229
    ACCOUNTS
  • Average Account Value
    $257,783
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.