William D. Herring

Financial advisor at Equitable Advisors, LLC · Carthage, NC

Last updated 2026-10-10

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William D. Herring is a financial advisor at Equitable Advisors, LLC in Carthage, NC, CRD 7366233. Licenses and exams on the registration: Series 66. First registered 2021-08-16.

Registration

CRD number
7366233
Registration status
Active
First registered
2021-08-16
Years of experience
10
States registered
NC, TX

Licenses and exams

  • Series 66

Work history

  • 2021-05 to Present · Equitable Advisors, LLC · New York, NY
  • 2016-06 to 2017-07 · Self Employed · Lillington, NC
  • 2017-07 to 2019-08 · Southeastern Interiors · Erwin, NC
  • 2019-08 to 2020-03 · Hog Slat Inc · Newton Grove, NC
  • 2020-03 to 2021-04 · Unemployed · Lillington, NC

Current employment

SEC IAPD record for William D. Herring

Equitable Advisors, LLC

Regulatory AUM
$47,255,793,924
Registered advisors
4,663
Offices
1,721
Clients per advisor
16.3 (Low)
Average AUM per client
$621.6K (Low)
High-net-worth client ratio
46.7% (Moderate)

Equitable Advisors, LLC: advisors, services and reported ETF investments

What this firm offers

Filed by Equitable Advisors, LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Futures Commission Merchant
  • Insurance Company or Agency
  • Sponsor or Syndicator of Limited Partners
  • Sponsor or GP of Pooled Investment Vehicl

Location

Carthage, NC

1 advisor at this office.

Equitable Advisors office in Carthage, NC

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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