William Beynon, financial advisor Naples FL

William Beynon

CRD Number: 2849087
Current Firm: Cwa Asset Management Group

William Beynon (CRD# 2849087) is an Investment Advisor Representative working at Cwa Asset Management Group in Naples, FL and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Gyroscope Capital Wealth Management Group, LLC Naples, FL Apr 2022 - Current 1
Fundamental Global Investors Naples, FL Apr 2014 - Current 9
Fgi Investment Strategies, LLC Naples, FL Nov 2013 - Current 10
Tcg Naples Naples, FL Jan 2013 - Current 11
5th Ave Brokerage LLC Naples, FL Oct 2011 - Current 12
Cwa Asset Management Group, LLC Naples, FL Aug 2011 - Current 12
Capital Consulting Group, Llc D/b/a Capital Wealth Advisors Naples, FL Jun 2007 - Current 16
Capital Wealth Advisors, Inc. D/b/a- Cwa Naples, FL Dec 2004 - Current 19
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2008
Contact Info for William N. Beynon
Phone Number: 239-434-7434
Registered State(s):
  • FL
  • NC
By the Numbers
  • Total Assets Under Management
    2,178
    MILLIONS
  • Total Number of Accounts
    1,333
    ACCOUNTS
  • Average Account Value
    $1,633,867
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, CT, FL, GA, IA, IL, IN, LA, MA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NY, OH, PA, SC, TN, TX, UT, VA, VT, WI, WV

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