WG
WG

William Galloway

37 Years of Experience
Camden, SC

William Galloway is a registered investment advisor at Advisory Services Network, based in Camden, SC, with 37 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,852 clients with $8.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
246 advisors
Number of Clients
11,852 clients
Average Client Portfolio
$727K average
Assets Under Management
$8.6B

Fee Structure

Minimum Investment:$25K
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.25%
$500K - $2.0M1.75%
$2.0M - $5.0M1.50%
$5M+1.25%

All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1039 Broad Street, Camden, SC, 29020

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Advisory Services Network
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
Bb&t Securities, LLCBroker
January 2013 - June 2019 · 6 yrs 5 mos
Bb&t Securities, LLC
January 2013 - June 2019 · 6 yrs 5 mos
Scott & Stringfellow, LLC
June 2012 - January 2013 · 7 mos
Scott & Stringfellow, LLCBroker
June 2012 - January 2013 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2002 - June 2012 · 10 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2000 - June 2012 · 11 yrs 8 mos
Edward JonesBroker
March 1993 - November 2000 · 7 yrs 8 mos
Painewebber IncorporatedBroker
November 1990 - June 1991 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1986 - November 1990 · 4 yrs
State Registrations2 states
SCTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.