William Mcwilliams
William Mcwilliams is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Columbia, MO, with 18 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
501 Cherry Street Suite 101, Columbia, MO, 65201
Get directionsHistory
Regulatory History (3)
Regulatory
May 2017Employment Separation After Allegations
February 2015Regulatory
November 2011Other Business Activities
William is a board member and volunteer fundraiser for the Vincent P Gurucharri Foundation, dedicating minimal time. He is also the Vice President of The Gurucharri Foundation, spending minimal time running board meetings.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations9 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.