William Smith is a registered investment advisor, based in Greensboro, NC, with 29 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold.
Location
1301 W Wendover #C, Greensboro, NC, 27408
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Regulatory History (1)
Customer Dispute
March 2015Other Business ActivitiesSells Insurance
William is the chairman of his church board, a board member for a non-profit, and the treasurer for a basketball program. He is also a managing partner at Midtown Financial Advisors and a fixed insurance producer, and owns Foundation Strategies, LLC for tax purposes; his work at Midtown Financial Advisors takes nearly full-time hours.
Employment History
Current Registrations
Blueprint Financial Advisors
Maplewood Investments, INC.Broker
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Princor Financial Services CorporationBroker
Jefferson-Pilot Investor Services, INC.Broker
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.
Exams
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