William McGoldrick, financial advisor Marietta GA

William McGoldrick

CRD Number: 2444007
Current Firm: Triad Advisors, LLC

William McGoldrick (CRD# 2444007) is an Investment Advisor Representative working at Triad Advisors, LLC in Marietta, GA and has over 27 years of experience in the finance industry. William McGoldrick 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.

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Professional Designations
Company Name Location Dates Years
Wealth And Pension Services Group Inc. Marietta, GA Apr 2015 - Current 7
Triad Advisors, Inc. Marietta, GA Jul 1998 - Current 24
Vining Financial Marietta, GA Jul 1998 - Current 24
Mcgoldrick & Company, Cpa, Cfp Marietta, GA Feb 1991 - Current 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1994
Contact Info for William R. McGoldrick
Phone Number: 800-720-4003
Registered State(s):
  • GA
  • VA
By the Numbers
  • Total Assets Under Management
    2,357
    MILLIONS
  • Total Number of Accounts
    9,176
    ACCOUNTS
  • Average Account Value
    $256,919
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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