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William Bird

Wells Fargo Advisors
28 Years of Experience
Flint, MI
1 DisclosureBroker
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William Bird is a registered investment advisor at Wells Fargo Advisors, based in Flint, MI, with 28 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Wells Fargo Advisors
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

601 S. Saginaw St, 500 A 5th Fl, Flint, MI, 48502

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
February 2014
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
October 2024 - Present · 1 yr 11 mos
Wells Fargo Advisors
October 2024 - Present · 1 yr 11 mos
Previous Registrations
Wells Fargo Advisors
February 2014 - October 2024 · 10 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
February 2014 - October 2024 · 10 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2007 - March 2014 · 6 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2007 - March 2014 · 6 yrs 4 mos
UBS Financial Services INC.
July 2005 - November 2007 · 2 yrs 4 mos
UBS Financial Services INC.Broker
July 2004 - November 2007 · 3 yrs 4 mos
Morgan Stanley Dw INC.Broker
August 1997 - July 2004 · 6 yrs 11 mos
State Registrations29 states
ARAZCACOCTDCFLGAILINKSKYMAMIMNNCNHNVNYOHOKPASCTNTXUTVAWAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
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