William Clair Anderson Iii
Professional Summary
William Clair Anderson III, who also goes by Bill Anderson, William Clair Anderson, is a registered financial advisor currently at OAKWOOD CAPITAL SECURITIES, INC. located in Fort Myers, Florida. William is registered as a RR (Registered Representative) and started their career in finance in 1989. William has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22, Series 6 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Bill Anderson, William Clair Anderson
Similar Advisors
AUSDAL FINANCIAL PARTNERS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
PARK AVENUE SECURITIES LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
AUSDAL FINANCIAL PARTNERS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
PARK AVENUE SECURITIES LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
AUSDAL FINANCIAL PARTNERS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
PARK AVENUE SECURITIES LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
AUSDAL FINANCIAL PARTNERS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
PARK AVENUE SECURITIES LLC
Years of Experience
37 years in the financial services industry
Current & Past Employments
Similar Advisors
AUSDAL FINANCIAL PARTNERS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
PARK AVENUE SECURITIES LLC
Current Firm
GARDNER FINANCIAL SERVICES, INC. | OAKWOOD CAPITAL SECURITIES, INC.
Contact Information
Main Address
15701 S Tamiami Trail Suite 300, Fort Myers, FL 33908Mailing Address
15701 S Tamiami Trail Suite 300, Fort Myers, FL 33908Phone Number
(239) 350-0245Established
Florida since 05/01/2026Firm Type
CorporationFiscal Year End
MarchFirm Size
SmallFINRA licenses (49 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
1Bond
1Similar Advisors
AUSDAL FINANCIAL PARTNERS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
PARK AVENUE SECURITIES LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
Similar Advisors
AUSDAL FINANCIAL PARTNERS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
PARK AVENUE SECURITIES LLC
State Registrations and Notice Filings
(10/18/2026)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22 — Direct Participation Programs Representative Examination
Passed Jan 1990About the Series 22 examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jul 1989About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Jan 2012About the Series 26 examSRO Registrations
Similar Advisors
AUSDAL FINANCIAL PARTNERS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
PARK AVENUE SECURITIES LLC
CRS (Client Relationship Summary) - BD
Click below to view William Clair Anderson III's CRS (Customer Relationship Summary).
Similar Advisors
AUSDAL FINANCIAL PARTNERS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
PARK AVENUE SECURITIES LLC
