William Newbould is a CFP-designated registered investment advisor, based in Austin, TX, with 32 years of industry experience.
Location
7000 N. Mopac Expy, Suite 150, Austin, TX, 78731
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Regulatory History
Clean regulatory record
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.
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William is the President and Treasurer of the Barton Hilltop Homeowners Association. He spends minimal time on this activity.
Employment History
Current Registrations
Cary Street Partners
December 2013 - Present · 12 yrs 5 mos
Cary Street PartnersBroker
December 2013 - Present · 12 yrs 5 mos
Previous Registrations
Riverstone Wealth Management
February 2004 - December 2013 · 9 yrs 10 mos
Riverstone Wealth Management, INC.Broker
March 1996 - December 2013 · 17 yrs 9 mos
Bluebonnet Securities, INC.Broker
July 1995 - March 1996 · 8 mos
Dickinson & CO.Broker
February 1994 - July 1995 · 1 yr 5 mos
State Registrations14 states
AKAZCOCTFLILKSNCNHNYOHOKTXWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.