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William Wayne Mccartney JR.

William W. Mccartney

TRUIST ADVISORY SERVICES
GREENSBORO, GA 30642
Some features on this profile are disabled
CRD#: 4225850
William Wayne Mccartney JR.

Professional summary

William Wayne Mccartney JR., CFP®, who also goes by Bill Mccartney, William Wayne Mccartney, Jr., is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Greensboro, Georgia and TRUIST INVESTMENT SERVICES, INC. located in Greensboro, Georgia.

William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. William has worked at 9 firms and has passed the Series 63, Series 66, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Bill Mccartney | William Wayne Mccartney, Jr.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Wayne Mccartney 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: 1998

Experience

Current

November 5, 2020 - Present

TRUIST ADVISORY SERVICES, INC.

Office #1: 1011 Powers Road, Greensboro, GA 30642
RIA
CRD#: 283390
GREENSBORO, GA
Current

October 23, 2020 - Present

TRUIST INVESTMENT SERVICES, INC.

Office #1: 1011 Powers Rd, Greensboro, GA 30642
BD
CRD#: 17499
Greensboro, GA
Past

December 10, 2014 - October 27, 2020

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
MARTINEZ, GA
Past

October 30, 2014 - October 27, 2020

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
MARTINEZ, GA
Past

December 11, 2003 - August 5, 2010

LPL FINANCIAL LLC

RIA
CRD#: 6413
AUGUSTA, GA
Past

December 11, 2003 - August 5, 2010

LPL FINANCIAL LLC

BD
CRD#: 6413
AUGUSTA, GA
Past

February 19, 2003 - December 16, 2003

SPIRE WEALTH MANAGEMENT, LLC

RIA
CRD#: 113908
AUGUSTA, GA
Past

February 12, 2003 - December 15, 2003

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
FAIRFIELD, IA
Past

July 15, 2002 - October 31, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
AUGUSTA, GA
Past

July 19, 2001 - October 31, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

July 19, 2000 - July 18, 2001

SOUTHTRUST SECURITIES, LLC

BD
CRD#: 17922
BIRMINGHAM, AL

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".
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.

CRD#: 283390 / SEC#: 801-107729

RIA
Registered Investment Advisory firm - (5/18/2016 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Georgia
(11/5/2020)
IAR
Georgia
(11/5/2020)
RR
South Carolina
(11/19/2020)

Exams

State Security Law Exam
RR
Series 63
Date: 12/5/2014
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 4/16/2002
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/18/2000
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 5/27/2010
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.

CRD#: 283390 / SEC#: 801-107729

RIA
Registered Investment Advisory firm - (5/18/2016 Approved)
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Contact information

Main Address
303 Peachtree Street 2nd Floor, Atlanta, GA 30303
Mailing Address
Po Box 4418 Mc 107, Atlanta, GA 30302
Phone number
(800) 874-4770
Established
Firm type
Fiscal year end
# of Employees
2,469

SEC notice filing (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TAS AMC WRAP MANAGED PROGRAMS BROCHURE (10/31/2025)
TAS CONSULTING SERVICES AMC ADVANTAGE FIRM BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts124,363
AUM (Assets Under Management)$ 67,736,740,585

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
04/24/2025
Cover Page
Report
03/28/2024
Cover Page
Report
04/26/2023
Cover Page
Report

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

TRUIST ADVISORY SERVICES, INC.

CRD#: 283390Greensboro, GA 30642

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