William Gregory, financial advisor Dothan AL
93 score

William Gregory

CRD Number: 4576684
Current Firm: Wells Fargo Advisors, LLC

William Gregory (CRD# 4576684) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Dothan, AL and has over 14 years of experience in the finance industry.

Similar Advisors
Roy Fabbrini, financial advisor Dothan AL
Roy L. Fabbrini
CRD# 2349290
Wells Fargo Advisors, LLC
Score
96
Similar Advisors
Craig Pittman, financial advisor Dothan AL
Craig S. Pittman
CRD# 4890601
Wells Fargo Advisors, LLC
Score
96
Similar Advisors
Samuel Robinson, financial advisor Dothan AL
Samuel W. Robinson
CRD# 4794402
Park Avenue Securities LLC
Score
96
Company Name Location Dates Years
Wells Fargo Advisors LLC Dothan, AL May 2009 - Current 7
Wachovia Securities, LLC Dothan, AL Jan 2008 - May 2009 1
A.g. Edwards Dothan, AL Aug 2002 - Jan 2008 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2002
Contact Info for William W. Gregory
Phone Number: 314-875-3000
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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 William Gregory and other 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.