William
Ham
Bison Advisors
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About this Advisor
William Ham is a financial advisor operating out of Cornelius, North Carolina with 2 years of relevant experience. Ham currently works for Bison Advisors. Over the course of their career, they have held roles at Alphastar Capital Management, LLC, Financial Independence Group, Armis Advisers, LLC and Ham Asset Management, LLC. Ham maintains a Series 65 license, qualifying them as an investment advisor representative, and can operate in North Carolina. Bison Advisors is a registered investment business headquartered in Hartwell, GA. The company has offices in three locations and a total of 15 advisors. It has $454 million in total assets across its 2,228 accounts, placing it among the larger investment advisory firms in the country by assets under management. The firm serves two charities and foundations. Of its 2,228 client accounts, just 7% belong to high-net-worth investors who have greater than $1 million in assets. Bison Advisors provides a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and educational seminars. A financial advisor's fees typically depend on which service is offered. However, fees charged by Bison Advisors typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bison Advisors Brokerage Details
$454,279,174
15
2,228
$203,896
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
William Ham Work History
William has been registered as a financial advisor for 2 years.*
Armis Advisers, LLC
Ham Asset Management, LLC
Financial Independence Group
Alphastar Capital Management, LLC
*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 Ham 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 Bison Advisors
Hartwell, GA
Hartwell, GA
Hartwell, GA
Hartwell, GA
Hartwell, GA
Hartwell, GA
Hartwell, GA
Cornelius, NC
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