William
Bone
Terra Wealth
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About this Advisor
William Bone is a financial advisor based in Canton, Texas, working with Terra Wealth. William has previously held positions at Pfs Investments, Inc, Primerica Financial Services, William C Bone Dds, and Terra Wealth Management, LLC. William has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, William is part of Terra Wealth, which operates out of Canton, Texas. The firm has 28 offices and 65 employees. The firm manages assets totaling $250.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Terra Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Terra Wealth Brokerage Details
$250,086,346
65
2,158
$115,888
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
William Bone Work History
Terra Wealth Management, LLC
Pfs Investments, Inc
Primerica Financial Services
William C Bone Dds
Disclosures
Please visit the SEC profile of William Bone 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 Terra Wealth
Chandler, AZ
Wausau, WI
Murfreesboro, TN
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Gilbert, AZ
High Point, NC
San Tan Valley, AZ
High Point, NC
The content in this profile was updated by SmartAsset on 6/19/2024. 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.
