William Motley, financial advisor Cincinnati OH
96 score

William Motley

CRD Number: 1942813
Current Firm: Foster & Motley Inc.

William Motley (CRD# 1942813) is an Investment Advisor Representative working at Foster & Motley Inc. in Cincinnati, OH and has over 27 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Foster & Motley, Inc. Cincinnati, OH Jan 1997 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1989
Contact Info for William M. Motley
Phone Number: 513-561-6640
Registered State(s):
  • KY
  • OH
By the Numbers
  • Total Assets Under Management
    1,045
    MILLIONS
  • Total Number of Accounts
    659
    ACCOUNTS
  • Average Account Value
    $1,585,792
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AZ, CA, CO, FL, GA, IL, IN, KY, MI, NC, NJ, NY, OH, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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