William Rownd, financial advisor Jacksonville AR
73 score

William Rownd

CRD Number: 5272624
Current Firm: J. W. Cole Advisors, Inc.

William Rownd (CRD# 5272624) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Jacksonville, AR and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
J.w. Cole Financial, Inc. St. Pete, FL May 2010 - Current 6
Jonathan Roberts Advisory Group, Inc. Tampa, FL May 2010 - Current 6
The Financial Advisory Group Sherwood, AR Oct 2007 - Current 9
First Allied Securities, Inc. Sherwood, AR May 2008 - May 2010 2
First Advisors, Inc. Sherwood, AR May 2008 - May 2008 < 1
Ffp Securities, Inc. Sherwood, AR Feb 2008 - May 2008 < 1
University Of Arkansas Little Rock Little Rock, AR Jan 2005 - Dec 2007 2
Lindsey Management Co Sherwood, AR Jun 2006 - Mar 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for William E. Rownd
Phone Number: (813) 935-6776
Firm Website: http://www.jw-cole.com
Registered State(s):
  • AR
By the Numbers
  • Total Assets Under Management
    1,250
    MILLIONS
  • Total Number of Accounts
    6,832
    ACCOUNTS
  • Average Account Value
    $182,954
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
  • 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
73

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