William
Powers Iii
Aegis Wealth Management, Inc
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About this Advisor
William Powers Iii is a financial advisor who works out of Wellington, Florida who has 2 years of relevant experience. Powers Iii works at Aegis Wealth Management, Inc. Powers Iii has gained experience at Hsbc Securities (Usa) Inc, Valic Financial Advisors, Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Wells Fargo Home Mortgage, Primerica Financial Services, Pfs Investments Inc, Lpl Financial, LLC, Independent Financial Partners, Independent Advisor Alliance, LLC and Aegis Wealth Management, Inc. Powers Iii has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in Florida. Aegis Wealth Management, Inc is a financial advisory firm that has its headquarters in Guthrie Center, IA. The company has offices in 26 locations and a total of 28 advisors. It manages $135 million in total assets among its 1,147 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 1,147 accounts, just 1% are held by high-net-worth individuals who have greater than $1 million in investable assets. The firm provides a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advisory services usually vary depending on which services the firm provides the client. Fee types billed by Aegis Wealth Management, Inc can include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Aegis Wealth Management, Inc Brokerage Details
$134,993,577
28
1,147
$117,693
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
William Powers Iii Work History
William has been registered as a financial advisor for 2 years.*
Aegis Wealth Management, Inc
Lpl Financial, LLC
Independent Advisor Alliance, LLC
Independent Financial Partners
Wells Fargo Home Mortgage
Primerica Financial Services
Pfs Investments Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Valic Financial Advisors, Inc
Hsbc Securities (Usa) Inc
*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 Powers Iii 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 Aegis Wealth Management, Inc
Tewksbury, MA
Guthrie Center, IA
Wellington, FL
Carmel, IN
Guthrie Center, IA
Denver, CO
Caldwell, ID
Guthrie Center, IA
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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