William ChisholmCRD 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.
Synovus Securities, Inc.
Bull Street Advisors
Sound View Wealth Advisors Group, LLC
|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|
Total Assets Under Management16MILLIONS
Total Number of Accounts13ACCOUNTS
Average Account Value$1,224,360
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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