William
Cole
Fiduciary Financial Advisors
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About this Advisor
William Cole is a financial advisor operating in Huntsville, Alabama. Cole is an advisor for Fiduciary Financial Advisors. Throughout their career, they have worked at Barge Design Solutions, Ch2M Hill/Jacobs, Ch2M Hill, Laminar Capital Management LLC and Fiduciary Financial Advisors. Cole holds a Series 65 license, which qualifies them as an investment advisor representative, and is registered to advise clients in Texas. Fiduciary Financial Advisors is a registered investment company that has its headquarters in Grand Rapids, MI. It has offices in three locations and a total of 27 people on staff. It oversees $352 million in total assets across its 1,088 client accounts, making it one of the bigger firms in the United States by assets under management. Of its 1,088 customer accounts, 21% belong to high-net-worth clients who have more than $1 million in assets. The company offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and other services. Financial advisory fees vary depending on the type of financial services. However, fees billed by Fiduciary Financial Advisors can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fiduciary Financial Advisors Brokerage Details
$352,190,255
27
1,088
$323,704
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
William Cole Work History
William has been registered as a financial advisor for 0 years.*
Fiduciary Financial Advisors
Laminar Capital Management LLC
Barge Design Solutions
Ch2M Hill/Jacobs
Ch2M Hill
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of William Cole to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fiduciary Financial Advisors
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
Huntsville, AL
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