William
Flowers

Burlington Alliance Capital Management, LLC

CRD#4825870
Investment Advisor
in Williamston, SC

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About this Advisor

William Flowers is a financial advisor who works in Williamston, South Carolina. Flowers is currently employed by Burlington Alliance Capital Management, LLC. Their career trajectory has included roles at Bb&T Investment Services, Inc, Bb&T Securities, LLC, Prudential Insurance Company Of America, Pruco Securities, LLC, Independence Capital Co., Inc and Burlington Alliance Capital Management. Flowers has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in North Carolina and South Carolina. Burlington Alliance Capital Management, LLC is a financial advisory company that has its headquarters in Burlington, NC. The firm has offices in 17 locations and a total of 18 employees. It manages $129 million in total assets among its 1,081 accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 1,081 customer accounts, just 1% are associated with high-net-worth individuals who have more than $1 million in investable assets. The company offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management largely are based on which service is provided. Fees charged by Burlington Alliance Capital Management, LLC can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Williamston, SC

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Burlington Alliance Capital Management, LLC Brokerage Details

Total Assets Under Management

$128,865,287

SC Average: $3,625,019,099
Total Number of Employees

18

SC Average: 22
Total Number of Accounts

1,081

SC Average: 1,917
Average Account Size

$119,209

SC Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

William Flowers Work History

William has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Independence Capital Co., Inc

2023 - Present (1 year)

Burlington Alliance Capital Management

2019 - 2023 (4 years)

Prudential Insurance Company Of America

2019 - 2023 (4 years)

Pruco Securities, LLC

2018 - 2019 (1 year)

Bb&T Securities, LLC

2012 - 2019 (7 years)

Bb&T Investment Services, Inc

*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 Flowers 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 Burlington Alliance Capital Management, LLC

Joshua Sullivan
Myrtle Beach, SC
Joshua Reyes
Burlington, NC
William Flowers
Williamston, SC
Jeremy Mahurin
Salem, MO
Jeffrey Schulz
Saint Petersburg, FL
Richard Sinton
Sarasota, FL
Michael Blanton
Burlington, NC
Ryan Dauterive
Burlington, NC

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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