William
Kibler
Fintrust Capital Advisors, LLC
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About this Advisor
William Kibler is a financial advisor working out of Anderson, South Carolina who has 5 years of industry experience. Kibler is on the advisory team at Fintrust Capital Advisors, LLC. Throughout their career, they have worked at Fintrust Brokerage Services, LLC, Fintrust Investment Advisory Services, LLC, Fintrust Capital Advisors, LLC, Fintrust Insurance And Benefits, Inc and Fintrust Capital Partners, LLC. Kibler holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Louisiana, South Carolina and Texas. Fintrust Capital Advisors, LLC is a business operating out of Greenville, SC. The firm has offices in three locations and a total of 44 employees. It has $2 billion in assets among its 2,083 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 14 charitable organizations. Of its 2,083 customer accounts, 25% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The company has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fee schedules largely depend on the services provided. However, fee types charged by Fintrust Capital Advisors, LLC can consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fintrust Capital Advisors, LLC Brokerage Details
$1,724,645,328
44
2,083
$827,962
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
William Kibler Work History
William has been registered as a financial advisor for 5 years.*
Fintrust Capital Advisors, LLC
Fintrust Insurance And Benefits, Inc
Fintrust Capital Partners, LLC
Fintrust Brokerage Services, LLC
Fintrust Investment Advisory Services, 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 Kibler 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 Fintrust Capital Advisors, LLC
Greenville, SC
Greenville, SC
Greenville, SC
Athens, GA
Alpharetta, GA
Greenville, SC
Macon, GA
Greenville, SC
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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