How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

q4G0EfpMQq4

See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

GET TO KNOW William

ADVISOR PROFILE

AGAPA MGT POSITION: OWNER NATURE: REAL ESTATE INVESTMENT RELATED: NO NUMBER OF HOURS: 5 INVESTMENT RELATED HOURS: 0 START DATE: 01/01/1990 ADDRESS: 232 N. 2ND ST, P.O. BOX 910, ALBEMARLE NC 28001 DESCRIPTION: OWNER OF RENTAL PROPERTIES ZODIAC ENTERPROSES INC. POSITION: OWNER-PRESIDENT NATURE: LIFE INSURANCE SALES, ANNUITY SALES INVESTMENT RELATED: YES NUMBER OF HOURS: 200 INVESTMENT RELATED HOURS: 1 START DATE: 01/01/1989 ADDRESS: 232 N. 2ND ST, P.O. BOX 910, ALBEMARLE NC 28001 DESCRIPTION: SALES, RECRUITING, AND TRAINING OF NEW REPS ENDY FIRE DEPT POSITION: Chairman of the Board of Directors NATURE: fire dept INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2016 ADDRESS: hwy 24-27, albemarle NC 28001, United States DESCRIPTION: conduct monthly board meeting CHUN UNIVERSITY POSITION: Chairman of the Board of Directors NATURE: music and religious education INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2018 ADDRESS: 1339 Baxter st Suite 200, Charlotte NC 28204, United States DESCRIPTION: conducting board of directors meeting CHRIST EPISCOPAL CHURCH POSITION: vestry member and chairman of Endowment Fund Committee NATURE: church INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: pee dee ave., albemarle NC 28001, United States DESCRIPTION: conduct the business of the church. conduct meetings of the endowment fund committee STANLY COMMUNITY COLLEGE POSITION: Trustee NATURE: education INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2022 ADDRESS: 141 College Dr, Albemarle NC 28001, United States DESCRIPTION: Trustee on Board of Trustees. my duties will be to attend a board meeting or a committee meeting once a month to deal with the business of the college. there are no other requirements these meetings usuall last about one hour. BFAC INC. POSITION: vp, secretary NATURE: management consulting INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 12/06/2018 ADDRESS: p.o. box 910, albemarle NC 28002, United States DESCRIPTION: individual and business consulting. Educational seminars for school personnel relating to their supplemental retirement benefits, planning for retirement and protecting their accumulation. ZODIAC GROUP INC POSITION: President NATURE: sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 01/15/2024 ADDRESS: 232 North 2nd Street, Albemarle NC 28001, United States DESCRIPTION: investment advisor. Once transition of the firm, this will be the company i operate from. So far this has only been a process of setting up everything so transition can be made smoothly as per our accountant's direction.

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

GET PROTECTED WITH ADVISORCHECK

At AdvisorCheck, we want to ensure that the financial advisor you work with, or plan to work with, provides you with peace of mind that your money is safe. That’s why we offer background checks that cover 9 key categories.
vFjUHaDh2_g

FEEDBACK

Feedback Policy

William Clifton Robinson

Experience: 31 years / 6 firms

© 2024 AdvisorCheck an AIMR Analytics company.  All Rights Reserved