William R. Deacon
Professional summary
William Richard Deacon, CFP®, who also goes by Bill Deacon, is a registered financial advisor currently at MCCOLLUM CHRISTOFERSON GROUP, LLC located in Amherst, New York.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. William has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Richard Deacon's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2007
Experience
January 25, 2017 - Present
MCCOLLUM CHRISTOFERSON GROUP, LLC
Office #1: 500 Corporate Parkway Suite 210, Amherst, NY 14226February 24, 2012 - November 9, 2015
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
February 24, 2012 - November 9, 2015
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
June 30, 2003 - February 24, 2012
HAROLD C. BROWN & CO., LLC
December 20, 1999 - June 30, 2003
HAROLD C. BROWN & CO., INC.
May 17, 1994 - December 10, 1999
CUNA BROKERAGE SERVICES, INC.
June 3, 1992 - April 7, 1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
June 3, 1992 - April 7, 1993
PRUCO SECURITIES, LLC.
Primary Firm SEC Registration
MCCOLLUM CHRISTOFERSON GROUP, LLC
CRD#: 268812 / SEC#: 801-106540
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/17/2021)
(1/25/2017)
Exams
Current Firm
MCCOLLUM CHRISTOFERSON GROUP, LLC
CRD#: 268812 / SEC#: 801-106540
Contact information
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 787 |
| AUM (Assets Under Management) | $ 441,673,577 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/16/2025 | ||
| 01/15/2025 | ||
| 12/19/2023 | ||
| 11/04/2022 |
Red Flags
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.
Company Information
MCCOLLUM CHRISTOFERSON GROUP, LLC
CRD#: 268812Amherst, NY 14226TRUST BUT VERIFY
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