WR
William C. Robison
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CRD#: 2401598
WR
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
William Churchill Robison was a registered financial professional .
William is a previously registered financial professional and started their career in finance in 1993. William had worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 51 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
None
Other business activities
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.
(1) Name of Business: Address: 2412 Wyclifee Avenue, SW, Roanoke, VA, 24014, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 05/01/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Co-Trustee, along with my brother for my deceased father's Trust and Estate (2) Name of Business: Accordant Advisory Group, Inc Address: 3629 Franklin Rd SW Ste 210, Roanoke, VA, 24014, United States Activity Type: Independent RIA Position/Title: Independent Contractor, Advisor Investment Related: Yes Start Date: 10/01/2020 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: Accordant Advisory Group Inc (AAG") is an independent RIA that advises clients and has client assets held at Raymond James in the Ambassador account program. As an independent financial advisor, this is the fee based program I can offer clients. (3) Name of Business: Bison Investment Holdings, LLC Address: 2412 Wycliffe Avenue, SW, Roanoke, VA, 24014, United States Activity Type: Rental Real Estate Position/Title: Partner, Owner/Proprietor, Officer - CEO Investment Related: Yes Start Date: 08/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Managing Partner and Owner of this Entity, "BIH", that owns a 4 unit residential apartment building. This building was purchased by me from Heindl-Willis Investments, which was the family LLC that owned it. This latter LLC (Heindl-Willis) will either be dissolved or acquired by another Member of the LLC.
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Past
October 2, 2019 - January 2, 2024
ACCORDANT ADVISORY GROUP, INC.
RIA
CRD#: 117474
ROANOKE, VA
Past
January 2, 2009 - June 22, 2020
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
ROANOKE, VA
Past
April 20, 2006 - January 2, 2009
RAYMOND JAMES FINANCIAL SERVICES, INC.
RIA
CRD#: 6694
ROANOKE, VA
Past
August 20, 1999 - December 31, 2023
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
ROANOKE, VA
Past
November 24, 1993 - October 4, 1999
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Past
November 24, 1993 - May 3, 2001
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AA
ACCORDANT ADVISORY GROUP, INC.
ACCORDANT ADVISORY GROUP, INC. | BSG FINANCIAL SERVICES, INC.
CRD#: 117474 / SEC#: 801-111762
RIA
Registered Investment Advisory firm - (9/28/2017 Approved)Maryland
Registered Investment Advisory firm - (10/18/2017 Terminated)Texas
Registered Investment Advisory firm - (9/28/2017 Terminated)Virginia
Registered Investment Advisory firm - (9/28/2017 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
AA
ACCORDANT ADVISORY GROUP, INC.
ACCORDANT ADVISORY GROUP, INC. | BSG FINANCIAL SERVICES, INC.
CRD#: 117474 / SEC#: 801-111762
RIA
Registered Investment Advisory firm - (9/28/2017 Approved)Maryland
Registered Investment Advisory firm - (10/18/2017 Terminated)Texas
Registered Investment Advisory firm - (9/28/2017 Terminated)Virginia
Registered Investment Advisory firm - (9/28/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
309 Third Street, Annapolis, MD 21403-2509
Mailing Address
Phone number
(410) 348-1499
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 398 |
| AUM (Assets Under Management) | $ 208,429,251 |
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.
