William SimpsonCRD Number: 5538618
Current Firm: Capital Investment Advisory Services, LLC
William Simpson (CRD# 5538618) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Raleigh, NC and has over 8 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|Capital Investment Advisory Services, LLC||Raleigh, NC||May 2014 - Current||3|
|Capital Investment Group, Inc.||Raleigh, NC||May 2014 - Current||3|
|Accounting Software Advisors, Inc.||Rock Hill, SC||May 1998 - Current||19|
|Ing Financial Partners, Inc.||Des Moines, IA||Jul 2008 - May 2014||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2008|
Total Assets Under Management380MILLIONS
Total Number of Accounts2,458ACCOUNTS
Average Account Value$154,596
- 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)
AL, CA, CO, DC, FL, GA, IL, LA, MA, MD, NC, NH, NY, OH, PA, SC, TN, TX, VA, WA