William Edwards is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Cumberland, VA, with 23 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1496 Anderson Hwy 1st Fl, Cumberland, VA, 23040
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William co-owns a beach house rental property with his spouse since 2022. He is also the president and head coach of a non-profit baseball team, dedicating about 10-20% of his time, and a board member of the Economic Development Authority of Cumberland County Virginia, spending minimal time.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
American Express Financial Advisors, INC.
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations19 states
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