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William Whichard

38 Years of Experience
Elizabeth City, NC
Broker

William Whichard is a registered investment advisor at Wells Fargo Advisors, based in Elizabeth City, NC, with 38 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

113 S Water Street, Elizabeth City, NC, 27909

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

William has several investment-related activities, including ownership in Whichard & Woolard LLC, commercial rental properties, and Whichard & Woolard Investments. He also serves as a co-trustee for his mother's trust and Whichard & Woolard Investments, LLC, and owns rental property in Nags Head.

Employment History
Current Registrations
Wells Fargo Advisors
May 2023 - Present · 3 yrs 2 mos
Wells Fargo Advisors Financial Network, LLC
May 2023 - Present · 3 yrs 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
May 2023 - Present · 3 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
August 2005 - May 2023 · 17 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
October 1999 - May 2023 · 23 yrs 7 mos
First Union Capital Markets CORP.Broker
July 1989 - October 1999 · 10 yrs 3 mos
Thomson Mckinnon Securities INC.Broker
February 1988 - July 1989 · 1 yr 5 mos
Carolina Securities CorporationBroker
May 1987 - February 1988 · 9 mos
State Registrations31 states
AKALARAZCACOCTDEFLGAIDINMAMDMIMOMSNCNJNYOHOKORPARISCTXUTVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.