William Monroe Iii (CRD# 4043470) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Jasper, TX and has over 24 years of experience in the finance industry.
CRD# 5289553
Edward Jones
CRD# 6477322
Edward Jones
CRD# 2373433
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cape Investment Advisory, Inc. | Mcdonough, GA | Feb 2022 - Current | 2 |
| American Global Wealth Management, Inc. | Mcdonough, GA | Aug 2021 - Current | 2 |
| Advanced Financial Group | Jasper, TX | Dec 1998 - Current | 25 |
| Changepath, LLC | Leawood, KS | May 2020 - Feb 2022 | 1 |
| J.w. Cole Advisors, Inc. | Tampa, FL | Apr 2019 - May 2020 | 1 |
| J.w. Cole Financial, Inc. | Tampa, FL | Apr 2019 - May 2020 | 1 |
| Gf Investment Services, LLC | Sarasota, FL | Apr 2010 - Apr 2019 | 9 |
| Global Financial Private Capital, LLC | Sarasota, FL | Mar 2010 - Apr 2019 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1999 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2003 |
- CA
- GA
- MO
- TX
-
Total Assets Under Management365MILLIONS
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Total Number of Accounts1,630ACCOUNTS
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Average Account Value$224,056
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IN, LA, MA, MD, MI, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, TN, TX, VA, WA, WI
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