William
Shefte
Spc
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About this Advisor
William Shefte is a financial advisor based in Charlotte, North Carolina, working with Spc. William has previously held positions at Gold Leaf Productions, Inc, R.M. Stark & Co., Inc, Securities America, Inc, Securities America Advisors, Centaurus Financial Inc, Sigma Financial Corporation, and Spc. William has passed the Series 66 regulatory exam and is registered to provide services in the District of Columbia, Georgia, Maryland, North Carolina, and South Carolina. Currently, William is part of Spc, which operates out of Charlotte, North Carolina. The firm has 361 offices and 470 employees. The firm manages assets totaling $5.6 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, educational seminars, and other services. The fee structure at Spc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Spc Brokerage Details
$5,562,939,194
470
30,541
$182,147
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
- Other
William Shefte Work History
Sigma Financial Corporation
Spc
Gold Leaf Productions, Inc
Centaurus Financial Inc
Securities America, Inc
Securities America Advisors
R.M. Stark & Co., Inc
Disclosures
Please visit the SEC profile of William Shefte to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
