William
Mcclure
Cwa Asset Management Group
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About this Advisor
William Mcclure is a financial advisor who works out of Naples, Florida with a total of 5 years of industry experience. Mcclure is currently employed by Cwa Asset Management Group. Their career trajectory has included roles at Student, Investment Advisor Institue/Dynalogic and Capital Wealth Advisors. Mcclure maintains a Series 65 license, which qualifies them as an investment advisor representative, and is approved to work in Florida. Cwa Asset Management Group is an advisory firm based out of Naples, FL. The company has offices in four locations and a total of 47 financial advisors. It has $2 billion in total assets between its 1,333 client accounts, placing it among the largest firms in the country by assets under management. The firm advises 14 charitable organizations. Of its 1,333 accounts, 39% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Cwa Asset Management Group has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial management fees typically are based on the services offered. However, fees billed by Cwa Asset Management Group can include some combination of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cwa Asset Management Group Brokerage Details
$2,177,944,822
47
1,333
$1,633,867
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
William Mcclure Work History
William has been registered as a financial advisor for 5 years.*
Capital Wealth Advisors
Investment Advisor Institue/Dynalogic
Student
*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 Mcclure 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 Cwa Asset Management Group
Naples, FL
Naples, FL
Naples, FL
Naples, FL
Charlotte, NC
Naples, FL
Naples, FL
Naples, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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