William Joiner
William Joiner is a registered investment advisor at Legacy Financial Advisors, based in Saint Simons Island, GA, with 33 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, Investment Management, Retirement Planning. Their firm serves 216 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Legacy Financial Advisors charges a percentage of the value of your portfolio for investment management. The fee is calculated based on the different investment models used and how your assets are allocated among them. The maximum annual advisory fee is 1.50%.
Location
Saint Simons Island, GA
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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 ActivitiesSells Insurance
William is an independent contractor for Legacy Financial Advisors, LLC, selling fixed, life, health, and P&C insurance, and is also the President of Legacy Financial Advisors LLC Advisory Services, a Registered Investment Advisor, dedicating full-time hours to this role. He is also a partner in Fiber Tech Enterprises, LLC, dedicating about a quarter of his time, and volunteers with Sea Palms West Homeowners Association, dedicating minimal time.
Employment History
Current Registrations
Legacy Financial Advisors
Previous Registrations
First Allied Securities, INC.Broker
Cetera Investment Advisers LLC
Cetera Investment Advisers LLC
Legacy Financial Advisors, LLC
First Allied Advisory Services, INC.
First Allied Securities, INC.
First Allied Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
The Variable Annuity Marketing CompanyBroker
State Registrations1 state
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.