William Dollar (CRD# 7545142) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Chatlotte, NC and has 1 year of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte, NC | Jun 2022 - Current | 1 |
| Self-employed | Weaverville, NC | Jul 2022 - Aug 2022 | < 1 |
| Jacksonkate Trading, LLC | Asheville, NC | Nov 2020 - Jun 2022 | 1 |
| House Of Brandstracts, Inc. | Fletcher, NC | May 2021 - May 2022 | 1 |
| University Of North Carolina At Asheville | Asheville, NC | Jan 2020 - Dec 2021 | 1 |
| Avenue M | Asheville, NC | Jun 2019 - Feb 2020 | < 1 |
| Asheville-buncombe Technical College | Asheville, NC | May 2018 - Dec 2019 | 1 |
| Mcrorie-williams | Asheville, NC | Aug 2018 - Jun 2019 | < 1 |
| Unemployed | Asheville, NC | Jan 2018 - May 2018 | < 1 |
| Westrock | Smyrna, GA | Jun 2017 - Nov 2017 | < 1 |
| Greater Good Bbq | Atlanta, GA | Jun 2017 - Oct 2017 | < 1 |
| Georgia State University | Atlanta, GA | May 2017 - Aug 2017 | < 1 |
| Paideia School | Atlanta, GA | Jun 2012 - Jun 2017 | 5 |
| Domino's Pizza | Atlanta, GA | Jun 2016 - Sep 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2022 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2023 |
- GA
- NC
- TX
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Total Assets Under Management333,067MILLIONS
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Total Number of Accounts804,462ACCOUNTS
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Average Account Value$414,024
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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