William AcuffCRD 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 34 years of experience in the finance industry.
Allen, Mooney & Barnes Investment Advisors, LLC
Mml Investors Services, LLC
Financial Guidance Group, LLC
|Triad Advisors, Inc.||Norcross, GA||Mar 2007 - Current||10|
|W.s. Acuff Inc.||Moultrie, GA||Nov 1985 - Current||31|
|Landmark Realty||Moultrie, GA||Jan 1979 - Current||38|
|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|
Total Assets Under Management621MILLIONS
Total Number of Accounts3,756ACCOUNTS
Average Account Value$165,415
- 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
- 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
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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