William
Cole
Fiduciary Financial Advisors
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About this Advisor
William Cole is a financial advisor based in Huntsville, Alabama, working with Fiduciary Financial Advisors. William has previously held positions at Barge Design Solutions, Ch2M Hill/Jacobs, Ch2M Hill, Laminar Capital Management LLC, and Fiduciary Financial Advisors. William has passed the Series 65 regulatory exam and is registered to provide services in Alabama and Texas. Currently, William is part of Fiduciary Financial Advisors, which operates out of Huntsville, Alabama. The firm has 8 offices and 27 employees. The firm manages assets totaling $555.4 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Fiduciary Financial Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fiduciary Financial Advisors Brokerage Details
$555,420,848
27
1,294
$429,228
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
William Cole Work History
Fiduciary Financial Advisors
Laminar Capital Management LLC
Barge Design Solutions
Ch2M Hill/Jacobs
Ch2M Hill
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.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
