William Gauldin (CRD# 6971166) is an Investment Advisor Representative working at Equitable Advisors, LLC in Southport, NC and has over 2 years of experience in the finance industry.
CRD# 5248339
Tilia Fiduciary Partners, Inc.
CRD# 5582433
Old North State Wealth Management, LLC
CRD# 5191257
Bankers Life Advisory Services, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Equitable Advisors, LLC | New York, NY | Apr 2023 - Current | 1 |
Fidelity Investments | Tampa, FL | Jul 2022 - Mar 2023 | < 1 |
The Vanguard Group, Inc. | Charlotte, NC | Apr 2021 - Jun 2022 | 1 |
Robert Half | Charlotte, NC | Sep 2020 - Mar 2021 | < 1 |
High Point University | High Point, NC | Aug 2016 - Sep 2020 | 4 |
Red Ventures | Charlotte, NC | Jun 2020 - Aug 2020 | < 1 |
Laidlaw LLC | New York City, NY | Jun 2019 - Aug 2019 | < 1 |
Bernhardt Furniture | High Point, NC | Sep 2018 - Sep 2018 | < 1 |
Laidlaw LLC | New York City, NY | Jun 2018 - Aug 2018 | < 1 |
Congressman David Rouzer | Washington, DC | May 2018 - Jun 2018 | < 1 |
Costal Cremations | Wilmington, NC | May 2017 - Jul 2017 | < 1 |
Sunset Slush | Oak Island, NC | May 2012 - Aug 2016 | 4 |
Provisions Company | Southport, NC | May 2016 - Jul 2016 | < 1 |
South Brunswick High School | Southport, NC | Aug 2012 - Jun 2016 | 3 |
Ballantyne Country Club | Charlotte, NC | Jun 2015 - Aug 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2021 |
S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- FL
- NC
- VA
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Total Assets Under Management29,776MILLIONS
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Total Number of Accounts79,686ACCOUNTS
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Average Account Value$373,668
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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