Cary Street Partners
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About this Advisor
William Newbould is a certified financial planner located in Austin, Texas. Currently an advisor at Cary Street Partners, Newbould has 18 years of professional experience in the financial advisory industry. Newbould has Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Newbould is able to serve investors in Texas. During their career, Newbould has held roles at First Avantus Securities, Inc(Formerly First Financial Inv. Sec, Riverstone Insurance Agency, Inc (Formerly First Avantus), Riverstone Wealth Management, Inc, Cary Street Partners LLC and Cary Street Partners Investment Advisory LLC. Cary Street Partners is headquartered in Austin, Texas, and operates out of 13 additional brick-and-mortar locations across the nation. As a company, Cary Street Partners oversees $2 billion in assets throughout 4,923 accounts and retains more than 77 people. The amount of assets the firm manages places it among the largest financial advisory firms in the nation. The firm manages 1,906 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 3% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Cary Street Partners can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Cary Street Partners Brokerage Details
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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
William Newbould Work History
William has 18 years of experience.
Cary Street Partners LLC
Cary Street Partners Investment Advisory LLC
Riverstone Insurance Agency, Inc (Formerly First Avantus)
First Avantus Securities, Inc(Formerly First Financial Inv. Sec
Riverstone Wealth Management, Inc
William Newbould has no disclosures.
Please visit their SEC profile for more details.