William Mccollum
William Mccollum is a CFP-designated registered investment advisor at Janney Montgomery Scott LLC, based in Charlotte, NC, with 29 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 239,256 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Janney charges a fee based on a percentage of the assets managed in your account. This fee covers investment management, trading, custody, and performance reporting. Fees are negotiable and may vary based on the size of your account and the services provided. Janney may also offer investment advisory services on a non-wrap basis, where you pay separately for transactions and custody.
Location
4064 Colony Road, Two Morrocroft Centre, Suite 450, Charlotte, NC, 28211
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
William is a board member for Myers Park Trinity Little League Baseball and Oceanside West HOA, and a member of the Finance and Strategic Planning Committee for Myers Park Country Club. These activities require minimal time and are either not investment-related or not compensated.
Employment History
Current Registrations
Janney Montgomery Scott LLCBroker
Janney Montgomery Scott LLC
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
Evergreen Investment Services, INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
State Registrations20 states
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.