William Wimberly (CRD# 3269332) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Simpsonville, SC and has over 24 years of experience in the finance industry.
CRD# 5253310
Boundless Financial
CRD# 4456936
Apex Capital Management LLC
CRD# 6162753
Brookstone Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Simpsonville, SC | Apr 2024 - Current | < 1 |
| Synovus Securities, Inc. | Greenville, SC | Oct 2019 - Apr 2024 | 4 |
| Synovus Bank | Greenville, SC | Oct 2019 - Apr 2024 | 4 |
| Synovus Bank | Greenville, SC | Jul 2015 - Oct 2019 | 4 |
| Synovus Securities, Inc. | Greenville, SC | Jul 2015 - Oct 2019 | 4 |
| Commercial Bank A Division Of Synovus Bank | Thomasville, GA | Mar 2006 - Jul 2015 | 9 |
| Synovus Securities, Inc. | Thomasville, GA | Jul 2003 - Jul 2015 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1999 |
| S66 | NASAA Uniform Combined State Law Examination | May 2004 |
- FL
- GA
- NC
- SC
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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