William
Goldsberry

Ausdal Financial Partners, Inc

CRD#7114446
Investment Advisor
in Downers Grove, IL

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About this Advisor

William Goldsberry is a financial advisor operating out of Downers Grove, Illinois with a total of 3 years of relevant experience. Goldsberry currently works for Ausdal Financial Partners, Inc. Throughout their career, they have worked at Oxford Country Club, Bch Wealth Management, University Of Mississippi, Axa Advisors, LLC, Equitable Advisors, LLC and Ausdal Financial Partners, Inc. Goldsberry maintains Series 63 and Series 66 licenses, which qualify them as a securities representative, and is able to operate in Illinois. Ausdal Financial Partners, Inc is an advisory company that has its headquarters in Davenport, IA. The firm has offices in 125 locations and a total of 325 advisors. It handles $1 billion in assets under management across its 8,303 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides financial advisory services to eight charitable organizations. Of its 8,303 accounts, 22% are held by high-net-worth clients who have greater than $1 million in assets. The company offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Financial advisory fee schedules usually depend on which service is offered. However, fee types charged by Ausdal Financial Partners, Inc likely are comprised of any blend of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

3250 Lacey Road Suite 130
Downers Grove, IL 60515

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Ausdal Financial Partners, Inc Brokerage Details

Total Assets Under Management

$1,415,697,036

IL Average: $9,259,360,772
Total Number of Employees

325

IL Average: 166
Total Number of Accounts

8,303

IL Average: 7,189
Average Account Size

$170,504

IL Average: $1,287,990

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
  • Other

William Goldsberry Work History

William has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Ausdal Financial Partners, Inc

2019 - 2020 (1 year)

Axa Advisors, LLC

2019 - 2020 (1 year)

Equitable Advisors, LLC

2015 - 2019 (4 years)

Oxford Country Club

2015 - 2019 (4 years)

Bch Wealth Management

2015 - 2019 (4 years)

University Of Mississippi

*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 Goldsberry 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 Ausdal Financial Partners, Inc

Heidi Burgoyne
Downers Grove, IL
Brandon Hurckes
East Peoria, IL
Robert Batutis
Downers Grove, IL
Kevin Newman
Oak Brook, IL
Andrew Mccausland
Northbrook, IL
Christopher Hurckes
Downers Grove, IL
Merriam Rink
Davenport, IA
Nathan Schaefer
Huron, OH

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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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.

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