William
Gauldin
Equitable Advisors, LLC
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About this Advisor
William Gauldin is a financial advisor based in Southport, North Carolina, working with Equitable Advisors, LLC. William has previously held positions at The Vanguard Group, Inc, Robert Half, Red Ventures, High Point University, Laidlaw LLC, Bernhardt Furniture, Congressman David Rouzer, Costal Cremations, Sunset Slush, Provisions Company, South Brunswick High School, Ballantyne Country Club, Fidelity Investments, and Equitable Advisors, LLC. William has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Florida, North Carolina, and Virginia. Currently, William is part of Equitable Advisors, LLC, which operates out of Southport, North Carolina. The firm has 885 offices and 5,565 employees. The firm manages assets totaling $29.8 billion 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, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Equitable Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Equitable Advisors, LLC Brokerage Details
$29,776,092,676
5,565
79,686
$373,668
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
William Gauldin Work History
Equitable Advisors, LLC
Fidelity Investments
The Vanguard Group, Inc
Robert Half
Red Ventures
Laidlaw LLC
Bernhardt Furniture
Laidlaw LLC
Congressman David Rouzer
Costal Cremations
High Point University
Provisions Company
Ballantyne Country Club
Sunset Slush
South Brunswick High School
Disclosures
Please visit the SEC profile of William Gauldin 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 Equitable Advisors, LLC
Shelton, CT
Erie, PA
Conshohocken, PA
Falls Church, VA
Wellesley Hills, MA
Columbia, MD
Rochester, NY
Loveland, CO
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