William
Mccarron

Prime Buchholz LLC

CRD#1337325
Investment Advisor
in Portsmouth, NH

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About this Advisor

William Mccarron is a financial advisor based in Portsmouth, New Hampshire, working with Prime Buchholz LLC. William has previously held a position at Prime, Buchholz & Associates, Inc. William has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, William is part of Prime Buchholz LLC, which operates out of Portsmouth, New Hampshire. The firm has 2 offices and 129 employees. The firm manages assets totaling $10.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include pension consulting services, selection of other advisers, and other services. The fee structure at Prime Buchholz LLC includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 63

Services Offered

Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

Pease International Tradeport 273 Corporate Drive
Portsmouth, NH 03801

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Prime Buchholz LLC Brokerage Details

Total Assets Under Management

$10,409,452,909

NH Average: $509,638,208
Total Number of Employees

129

NH Average: 12
Total Number of Accounts

70

NH Average: 581
Average Account Size

$148,706,470

NH Average: $877,174

Investment Advisory Services

  • Pension consulting services
  • Selection of other advisers
  • Other

William Mccarron Work History

1990 - Present (34 years)

Prime, Buchholz & Associates, Inc

Disclosures

Please visit the SEC profile of William Mccarron 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 Prime Buchholz LLC

John Kane
Boston, MA
Christopher Shaw
Portsmouth, NH
Timothy Jarry
Portsmouth, NH
Ian Macpherson
Portsmouth, NH
Richard Morrison
Portsmouth, NH
William Mccarron
Portsmouth, NH

The content in this profile was updated by SmartAsset on 6/19/2024. 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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