William G. Love

RTD FINANCIAL ADVISORS

Philadelphia, PA 19103

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CRD#: 2785894

Professional summary

William George Love JR, CFP®, who also goes by Bill Love, William G Love, is a registered financial advisor currently at RTD FINANCIAL ADVISORS INC located in Philadelphia, Pennsylvania.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. William has worked at 6 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill Love | William G Love

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) FINANCIAL PLANNING ASSOCIATION PHILADELPHIA TRI STATE; INVESTMENT RELATED; PO BOX 38 FAIRLESS HILLS, PA 19030; POSITION: PRESIDENT SINCE 1/1/17; START DATE OF RELATIONSHIP: 5/22/07; 8 HOURS/MONTH, 4 HOURS PER MONTH DURING SECURITIES TRADING HOURS; CURRENTLY I CREATE AGENDAS AND PRESIDE OVER CHAPTER MEETINGS, OVERSEE WORK OF BOARD COMMITTEES AND THE PRESIDENT ELECT, WORK WITH CHAPTER EXECUTIVE DIRECTOR TO ASSURE SMOOTH CHAPTER OPERATIONS; WORK WITH CHAPTER EXECUTIVE DIRECTOR, TREASURER, AND COMMITTEE CHAIRS TO DEVELOP AN ANNUAL BUDGET, AND PROVIDE OVERALL LEADERSHIP TO ENABLE THE CHAPTER TO MEET ITS MISSION AND GOALS. 2) PROFESSIONAL COACHING; NOT INVESTMENT RELATED; 810 HUDSON DRIVE, YARDLEY, PA 19067; OWNER; SINCE 07/2016; 2 HRS/MO, 0/TRADE HRS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William George Love JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

October 1, 2018 - Present

RTD FINANCIAL ADVISORS INC

Office #1: 30 S. 17th Street Ste 1620, Philadelphia, PA 19103

RIA

CRD#: 110744

Philadelphia, PA

Past

May 22, 2006 - September 7, 2018

THE MARSHALL FINANCIAL GROUP, INC

RIA

CRD#: 110935

DOYLESTOWN, PA

Past

May 26, 2004 - June 22, 2012

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

DOYLESTOWN, PA

Past

July 2, 2003 - May 20, 2004

TD AMERITRADE, INC.

RIA

CRD#: 7870

JENKINTOWN, PA

Past

July 3, 2000 - May 20, 2004

TD AMERITRADE, INC.

CRD#: 7870

OMAHA, NE

Past

July 26, 1999 - May 18, 2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

March 21, 1998 - June 30, 1998

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

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".

RTD FINANCIAL ADVISORS INC

PINNACLE FINANCIAL ADVISORY GROUP OF RTD | RTD FINANCIAL ADVISORS INC

CRD#: 110744 / SEC#: 801-19015

RIA

Registered Investment Advisory firm - (6/13/1983 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(10/1/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/19/2003

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/20/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/4/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/18/1998

Investment Company Products/Variable Contracts Representative Examination

Current Firm

RTD FINANCIAL ADVISORS INC

PINNACLE FINANCIAL ADVISORY GROUP OF RTD | RTD FINANCIAL ADVISORS INC

CRD#: 110744 / SEC#: 801-19015

RIA

Registered Investment Advisory firm - (6/13/1983 Approved)

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Contact information

Main Address

30 S. 17th Street Ste 1620, Philadelphia, PA 19103

Mailing Address

Phone number

(215) 557-3800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RTD FINANCIAL ADVISORS INC FORM ADV PART 2 (10/9/2025)

Regulatory assets under management

Total Number of Accounts	2,979
AUM (Assets Under Management)	$ 2,381,633,715

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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William G. Love

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William George Love JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE MARSHALL FINANCIAL GROUP, INC

CAMBRIDGE INVESTMENT RESEARCH, INC.

TD AMERITRADE, INC.

TD AMERITRADE, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

VANGUARD MARKETING CORPORATION

Primary Firm SEC Registration

RTD FINANCIAL ADVISORS INC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/19/2003

Series 63

Date: 3/20/1998

Series 7

Date: 12/4/1999

Series 6

Date: 3/18/1998

Current Firm

RTD FINANCIAL ADVISORS INC

Contact information

SEC notice filing (19 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RTD FINANCIAL ADVISORS INC

TRUST BUT VERIFY

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