William Vickers
Financial advisor at Truist Advisory Services, Inc. · Fayetteville, NC
Last updated 2026-10-10
Claim your profileWilliam Vickers is a financial advisor at Truist Advisory Services, Inc. in Fayetteville, NC, CRD 7728802. Licenses and exams on the registration: Series 66. IAPD registration began 2023-10-30.
Registration
- CRD number
- 7728802
- Registration status
- Active
- IAPD registration
- 2023-10-30
- Industry Experience
- 2 years
- Work Experience
- 16 years
- States registered
- NC
Licenses and exams
- Series 66
Work history
- 2023-05 to 2026-06 · Edward Jones · Fayetteville, NC
- 2017-01 to 2023-05 · Cumberland County Schools · Fayetteville, NC
- 2010-04 to 2019-09 · Round-A-Bout Skating Centers · Fayetteville, NC
- 2026-07 to Present · Truist Investment Services, Inc. · Fayetteville, NC
- 2026-07 to Present · Truist Advisory Services, Inc. · Fayetteville, NC
Current employment
- Truist Advisory Services, Inc. · Atlanta, GA
Truist Advisory Services, Inc.
- Regulatory AUM
- $77,391,727,185
- Registered advisors
- 1,972
- Offices
- 923
- Clients per advisor
- 65.6 (Moderate)
- Average AUM per client
- $598.5K (Low)
- High-net-worth client ratio
- 25.2% (Moderate)
Truist Advisory Services, Inc.: advisors, services and reported ETF investments
About
William Vickers is a financial advisor at Truist Advisory Services, Inc. in Fayetteville, NC. Reported securities licenses include Series 66. The latest record indicates 2 years of industry experience and 16 years of reported work history.
Truist Advisory Services, Inc.'s firm-level Form ADV reports 1,972 advisors across 923 offices; approximately 65.6 clients per advisor, average assets per client of $598,512, and regulatory AUM of $77.4B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pension and profit-sharing plans, Charitable organizations, and State or municipal government entities; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers, and Publication of Periodicals or Newsletters.
What this firm offers
Filed by Truist Advisory Services, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Registered Security-Based Swap Dealer
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
- Sponsor or GP of Pooled Investment Vehicl
Location
3034 Boone Trail Ext, Fayetteville, NC 28304
2 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 800-874-4770
- Website: truist.com/wealth/tas-disclosure
Official record
Are you William Vickers?
Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.