William Acuff, financial advisor Moultrie GA
93 score

William Acuff

CRD Number: 1068960
Current Firm: Triad Advisors, Inc.

William Acuff (CRD# 1068960) is an Investment Advisor Representative working at Triad Advisors, Inc. in Moultrie, GA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Triad Advisors, Inc. Norcross, GA Mar 2007 - Current 9
W.s. Acuff Inc. Moultrie, GA Nov 1985 - Current 31
Landmark Realty Moultrie, GA Jan 1979 - Current 37
Harper Mccall Insurance Agency Moultrie, GA Aug 1975 - Oct 2009 34
Jefferson Pilot Securities Corporation Concord, NH Sep 1982 - Mar 2007 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1982
Contact Info for William S. Acuff
Phone Number: 800-720-4003
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    621
    MILLIONS
  • Total Number of Accounts
    3,756
    ACCOUNTS
  • Average Account Value
    $165,415
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
  • 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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