William Spires, financial advisor Columbia SC
90 score

William Spires

CRD Number: 6017866
Current Firm: Commonwealth Financial Network

William Spires (CRD# 6017866) is an Investment Advisor Representative working at Commonwealth Financial Network in Columbia, SC and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Camp, Moring And Cannon Columbia, SC Dec 2011 - Current 5
Commonwealth Financial Network Waltham, MA Dec 2011 - Current 5
Aflac Columbia, SC Nov 2009 - Dec 2011 2
Nexsen Preut Columbia, SC Oct 2008 - Oct 2009 1
Apple Unlimited Columbia, SC Aug 2008 - Sep 2008 < 1
Wofford College Spartanburg, SC Aug 2004 - Aug 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2013
Contact Info for William Spires
Phone Number:
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    52,073
    MILLIONS
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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