William Riggs (CRD# 7285473) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Lake Mary, FL and has over 3 years of experience in the finance industry.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Hidden Health Solution | Lake Mary, FL | Jan 2024 - Current | < 1 |
| The Vanguard Group, Inc. | Charlotte, NC | Dec 2022 - Dec 2023 | 1 |
| The Vanguard Group, Inc. | Charlotte, NC | Oct 2021 - Dec 2022 | 1 |
| The Vanguard Group, Inc. | Charlotte, NC | Aug 2020 - Oct 2021 | 1 |
| Doordash | Columbia, SC | Jul 2020 - Aug 2020 | < 1 |
| University Of South Carolina | Columbia, SC | Aug 2016 - May 2020 | 3 |
| Virginia Swim Camp | Fork Union, VA | Jun 2017 - Jun 2017 | < 1 |
| Douglas Southall Freeman | Richmond, VA | Sep 2012 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2020 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- SC
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Total Assets Under Management5,442MILLIONS
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Total Number of Accounts42,079ACCOUNTS
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Average Account Value$129,332
- 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
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, WY
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