William Cole, financial advisor Huntsville AL

William Cole

CRD Number: 7239459
Current Firm: Fiduciary Financial Advisors

William Cole (CRD# 7239459) is an Investment Advisor Representative working at Fiduciary Financial Advisors in Huntsville, AL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Fiduciary Financial Advisors Huntsville, AL Jul 2023 - Current < 1
Laminar Capital Management LLC Owens Cross Roads, AL Feb 2020 - Current 4
Barge Design Solutions Huntsville, AL Sep 2018 - Current 5
Ch2m Hill/jacobs Nashville, TN Jun 2015 - Sep 2018 3
Ch2m Hill Dallas, TX Jun 2011 - Jun 2015 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2019
Contact Info for William A. Cole
Phone Number: 6166223062
Registered State(s):
  • AL
  • TX
By the Numbers
  • Total Assets Under Management
    555
    MILLIONS
  • Total Number of Accounts
    1,294
    ACCOUNTS
  • Average Account Value
    $429,228
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

AL, CA, CO, FL, IL, IN, MA, MI, MN, NC, NE, NH, NY, OH, OR, TN, TX, VA, WI

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