William GoldfinchCRD Number: 5343764
Current Firm: Raymond James Financial Services Advisors, Inc.
William Goldfinch (CRD# 5343764) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Conway, SC and has over 10 years of experience in the finance industry.
Voya Financial Advisors, Inc.
Berry Financial Securities, LLC
H.d. Vest Advisory Services, Inc.
|Goldfinch Financial Group LLC||Conway, SC||May 2015 - Current||2|
|Footbridge Capital, LLC||Conway, SC||Jan 2015 - Current||2|
|Conway City Council||Conway, SC||May 2011 - Current||6|
|Raymond James Financial Services, Inc.||Conway, SC||Nov 2010 - Current||6|
|Goldfinch Wealth Partners, LLC||Conway, SC||Jan 2013 - Apr 2015||2|
|Edward Jones||St. Louis, MO||May 2007 - Nov 2010||3|
|Goldfinch Funeral Services||Conway, SC||Jun 2003 - May 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2007|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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