William
Dunham

Guardian Wealth Advisors, LLC

CRD#4426329
Investment Advisor
in Johnson City, TN

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About this Advisor

William Dunham is a financial advisor based in Johnson City, Tennessee with a total of 2 years of relevant experience. Dunham is on the advisory team at Guardian Wealth Advisors, LLC. Over the course of their career, they have held roles at Guardian Wealth Advisors. LLC, Triad Hybrid Solutions, Wells Fargo Advisors LLC and Triad Advisors, Inc. Dunham has Series 63 and Series 66 licenses, qualifying them as a securities agent, and can advise clients in North Carolina and Tennessee. Guardian Wealth Advisors, LLC is a registered investment firm that has its headquarters in Raleigh, NC. The firm has offices in 11 locations and a total of 39 financial advisors. It controls $1 billion in total assets across its 3,119 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. Of its 3,119 accounts, just 6% belong to high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm offers a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. A financial advisor's fee schedules are based on which services are provided. Fees charged by Guardian Wealth Advisors, LLC most likely are comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4104 N. Roan Street Suite B
Johnson City, TN 37601

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Guardian Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$1,350,674,710

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

39

TN Average: 22
Total Number of Accounts

3,119

TN Average: 1,917
Average Account Size

$433,047

TN Average: $1,890,985

Investment Advisory Services

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

William Dunham Work History

William has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Guardian Wealth Advisors. LLC

2016 - 2021 (5 years)

Triad Hybrid Solutions

2016 - 2021 (5 years)

Triad Advisors, Inc

2009 - 2016 (7 years)

Wells Fargo Advisors 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 Dunham 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 Guardian Wealth Advisors, LLC

Madeleine Freedland
Raleigh, NC
Milton Castellanos
Raleigh, NC
Brian Senske
Raleigh, NC
Matthew Deitel
Johnson City, TN
David Clark
Danvers, MA
Colin Taylor
Raleigh, NC
Nathan Budrow
Danvers, MA
Russell Ingram
Johnson City, TN

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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