William McCollum, financial advisor Shreveport LA

William McCollum

CRD Number: 4415276
Current Firm: Wealthcare Advisory Partners LLC

William McCollum (CRD# 4415276) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in Shreveport, LA and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Wealthcare Advisory Partners LLC Shreveport, LA Apr 2022 - Current 2
Eagle Financial Management Services, LLC Shreveport, LA Jan 2007 - Jul 2022 15
Eagle Gold & Silver, LLC Shreveport, LA Jul 2010 - May 2022 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2001
Contact Info for William L. McCollum
Phone Number: 804.644.4711
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    4,542
    MILLIONS
  • Total Number of Accounts
    17,793
    ACCOUNTS
  • Average Account Value
    $255,250
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV, WY

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