William Skiles (CRD# 7054289) is an Investment Advisor Representative working at Capital Investment Advisors, LLC in Greenwood Village, CO and has over 5 years of experience in the finance industry. William Skiles has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5267609
Lpl Financial LLC
CRD# 4503842
Cetera Investment Advisers LLC
CRD# 3100278
Zeit Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capital Investment Advisors | Atlanta, GA | Feb 2024 - Current | < 1 |
| Empower Advisory Group, LLC | Greenwood Village, CO | Apr 2023 - Feb 2024 | < 1 |
| Personal Capital Advisors Corporation | Denver, CO | May 2019 - Apr 2023 | 3 |
| Personal Capital | Denver, CO | May 2018 - May 2019 | 1 |
| United States Army Reserve | St. Louis, MO | Dec 2010 - Dec 2018 | 8 |
| Personal Capital | Denver, CO | Jan 2017 - May 2018 | 1 |
| American Family Insurance | Lakewood, CO | May 2016 - Jan 2017 | < 1 |
| Veteran United Home Loans | Columbia, MO | Mar 2015 - May 2016 | 1 |
| University Of Missouri | Columbia, MO | Sep 2013 - May 2016 | 2 |
| Commerce Bank | Columbia, MO | Jan 2015 - Mar 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2019 |
| S63 | Uniform Securities State Law Examination | Dec 2023 |
- CO
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Total Assets Under Management5,261MILLIONS
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Total Number of Accounts12,390ACCOUNTS
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Average Account Value$424,589
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, WY
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