WC
William W. Councill
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Manassas, VA 20110
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CRD#: 4429727
WC
Professional summary
William W Councill, who also goes by William W Councill, William Winslow Councill, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Manassas, Virginia and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Manassas, Virginia.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. William has worked at 6 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
William W Councill | William Winslow Councill
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) COUNCILL WEALTH MANAGEMENT, 407 N MAIN ST FRANKLIN VA, 06/2018, OWNER, DBA, INV REL, 160 HR/MO 120 HR/MO TRADING 2) WILLIAM W COUNCILL, 407 N MAIN ST FRANKLIN VA, 06/2021, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE AGENCIES, INV REL, 40 HR/MO 20 HR/MO TRADING 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO - 40 HR/MO TRADING. 06/24/2024 4) MADISON FINANCIAL STRAGEGIES, 9219 Center St, Manassas VA 20110, United States, 06/26/2024, IAR, Using a Trade Name/dba, INV REL, 40 HR/MO 40 HR/MO TRADING 5) SOCCER COACH, 310 Crescent Dr, Franklin VA 23851, United States, 03/07/2025, Coach, Sport/Fitness/Gaming, NIR, 20 HR/MO 6 HR/MO TRADING
CRS (Client Relationship Summary) - RIA
Click below to view William W Councill'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®
NoneExperience
Current
June 24, 2024 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 9219 Center St., Manassas, VA 20110Office #2: 407 N Main St., Franklin, VA 23851RIA
CRD#: 134139
Manassas, VA
Current
June 24, 2024 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 9219 Center St, Manassas, VA 20110Office #2: 407 N Main St., Franklin, VA 23851BD
CRD#: 39543
Manassas, VA
Past
March 21, 2024 - June 25, 2024
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
FRANKLIN, VA
Past
January 30, 2023 - March 21, 2024
CETERA ADVISORS LLC
RIA
CRD#: 10299
FRANKLIN, VA
Past
January 30, 2023 - June 25, 2024
CETERA ADVISORS LLC
BD
CRD#: 10299
FRANKLIN, VA
Past
April 12, 2019 - February 15, 2023
ONEAMERICA SECURITIES, INC.
RIA
CRD#: 4173
Franklin, VA
Past
April 12, 2019 - February 15, 2023
ONEAMERICA SECURITIES, INC.
BD
CRD#: 4173
Franklin, VA
Past
June 28, 2016 - April 10, 2019
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
FRANKLIN, VA
Past
November 23, 2001 - April 10, 2019
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
FRANKLIN, VA
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".
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
Registered Investment Advisory firm - (2/3/2005 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
Colorado(6/24/2024)
RR
Delaware(6/24/2024)
RR
Florida(6/24/2024)
RR
Georgia(6/24/2024)
RR
Hawaii(7/17/2025)
RR
Illinois(6/24/2024)
RR
Indiana(6/24/2024)
RR
Kansas(6/24/2024)
RR
Maryland(6/24/2024)
RR
Missouri(6/24/2024)
RR
Nevada(6/24/2024)
RR
New Hampshire(6/24/2024)
RR
North Carolina(6/27/2024)
RR
Oklahoma(6/24/2024)
RR
Oregon(6/24/2024)
RR
Pennsylvania(6/24/2024)
RR
South Carolina(6/24/2024)
RR
Texas(6/24/2024)
IAR
Texas(6/24/2024)
RR
Virginia(6/24/2024)
IAR
Virginia(6/24/2024)
RR
Wisconsin(6/24/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/12/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
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Contact information
Main Address
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757
Mailing Address
Phone number
(641) 472-5100
Established
Firm type
Fiscal year end
# of Employees
3,361
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 438,414 |
| AUM (Assets Under Management) | $ 102,413,096,032 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/09/2024 | ||
| 04/29/2024 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CRD#: 134139Manassas, VA 20110TRUST BUT VERIFY
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