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WM

William L. Mccollum

WINGO ASSET MANAGEMENT
Shreveport, LA 71115
Some features on this profile are disabled
CRD#: 4415276
WM

Professional summary

William Lawrence Mccollum, who also goes by Bill Mccollum, is a registered financial advisor currently at WINGO ASSET MANAGEMENT, LLC located in Shreveport, Louisiana.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. William has worked at 6 firms and has passed the Series 66, Series 31, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Bill Mccollum

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 Lawrence Mccollum's 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®
None

Experience

Current

August 29, 2025 - Present

WINGO ASSET MANAGEMENT, LLC

Office #1: 611 Absinthe Court, Ste. E, Shreveport, LA 71115
RIA
CRD#: 306099
Shreveport, LA
Past

September 30, 2024 - August 5, 2025

RFG ADVISORY, LLC

RIA
CRD#: 158401
SHREVEPORT, LA
Past

May 11, 2022 - September 5, 2024

WEALTHCARE ADVISORY PARTNERS LLC

RIA
CRD#: 171976
Shreveport, LA
Past

June 13, 2007 - July 19, 2022

EAGLE FINANCIAL MANAGEMENT SERVICES, LLC

RIA
CRD#: 138858
SHREVEPORT, LA
Past

August 5, 2005 - January 9, 2007

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
SHREVEPORT, LA
Past

October 23, 2001 - January 9, 2007

MORGAN STANLEY DW INC.

BD
CRD#: 7556
SHREVEPORT, LA
Past

June 28, 2001 - October 15, 2001

ARGENT INVESTMENT SERVICES, INC.

BD
CRD#: 25624
RUSTON, LA

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
Louisiana
(8/29/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/30/2001
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 31
Date: 6/14/2002
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 12/12/2001
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 6/27/2001
Investment Company Products/Variable Contracts Representative Examination

Current Firm

WA
WINGO ASSET MANAGEMENT, LLC
WINGO ASSET MANAGEMENT, LLC | WINGO-GEORGE WEALTH MANAGEMENT, LLC | WINGO-GEORGE ASSET MANAGEMENT, LLC

CRD#: 306099 / SEC#:

Louisiana
Registered Investment Advisory firm - (8/29/2025 Approved)
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Contact information

Main Address
611 Absinthe Court, Ste. E, Shreveport, LA 71115
Mailing Address
Phone number
(318) 629-8800
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV
0

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

WINGO ASSET MANAGEMENT, LLC

CRD#: 306099Shreveport, LA 71115

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