William Chisholm, financial advisor Savannah GA

William Chisholm

CRD Number: 45949
Current Firm: Tidewater Wealth Advisors LLC

William Chisholm (CRD# 45949) is an Investment Advisor Representative working at Tidewater Wealth Advisors LLC in Savannah, GA and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Tidewater Wealth Advisors LLC Savannah, GA Oct 2010 - Current 11
Tidewater Investors LLC Savannah, GA Nov 2009 - Current 12
O&c Management, LLC Savannah, GA Sep 2006 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1990
S65 NASAA Investment Advisors Law Examination Oct 2010
Contact Info for William W. Chisholm
Phone Number: 912-441-0601
Registered State(s):
  • GA
Current Firm Details
Tidewater Wealth Advisors LLC
Firm's CRD Number: 155014
By the Numbers
  • Total Assets Under Management
    16
    MILLIONS
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $1,224,360
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

GA

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