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William Councill

24 Years of Experience
Franklin, VA
BrokerSells Insurance

William Councill is a registered investment advisor, based in Franklin, VA, with 24 years of industry experience.

Location

407 N Main St., Franklin, VA, 23851

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

William owns Councill Wealth Management and is an independent insurance agent for various agencies. He also works as an advisory representative of a RIA, IAR for Madison Financial Strategies, and a soccer coach, dedicating full-time, about a quarter of his time, about half his time, about a quarter of his time, and about 10-20% of his time respectively.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
June 2024 - Present · 2 yrs 1 mo
Cambridge Investment Research Advisors, INC.
June 2024 - Present · 2 yrs 1 mo
Previous Registrations
Cetera Investment Advisers LLC
March 2024 - June 2024 · 3 mos
Cetera Advisors LLCBroker
January 2023 - June 2024 · 1 yr 5 mos
Cetera Advisors LLC
January 2023 - March 2024 · 1 yr 2 mos
Oneamerica Securities, INC.
April 2019 - February 2023 · 3 yrs 10 mos
Oneamerica Securities, INC.Broker
April 2019 - February 2023 · 3 yrs 10 mos
MML Investors Services, LLC
June 2016 - April 2019 · 2 yrs 10 mos
MML Investors Services, LLCBroker
November 2001 - April 2019 · 17 yrs 5 mos
State Registrations18 states
DEFLGAHIILINKSMDMONCNHNVOKORPASCTXVA
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.
William Councill - Financial Advisor | TrueAdvisor