William Feus (CRD# 2327815) is an Investment Advisor Representative working at Gray Rock Financial Planning And Consulting Inc. in Fort Mill, SC and has over 30 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gray Rock Financial Planning And Consulting Inc. | Fort Mill, SC | Apr 2019 - Current | 5 |
| Thrivent Financial | Appleton, WI | Mar 2017 - Jul 2019 | 2 |
| Thrivent Investment Management Inc. | Fort Mill, SC | Sep 2016 - Jul 2019 | 2 |
| Thrivent Financial | Appleton, WI | Sep 2016 - Mar 2017 | < 1 |
| St. Mark's Episcopal Church | Chester, SC | Apr 2015 - Sep 2016 | 1 |
| Fort Mill School District | Fort Mill, SC | Feb 2014 - Jun 2016 | 2 |
| Episcopal Diocese Of Upper South Carolina | Columbia, SC | Jun 2014 - Apr 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1993 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2016 |
- NC
- SC
-
Total Assets Under Management8MILLIONS
-
Total Number of Accounts37ACCOUNTS
-
Average Account Value$226,302
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
NC, SC
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