William D. Milligan

WEALTH MANAGEMENT ADVISORS

SHALLOTTE, NC 28470

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CRD#: 4484027

Professional summary

William Davis Milligan is a registered financial advisor currently at WEALTH MANAGEMENT ADVISORS, LLC located in Shallotte, North Carolina.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. William has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

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.

I AM PRESIDENT OF W. DAVIS MILLIGAN, CPA, PA. THE BUSINESS IS NOT INVESTMENT-RELATED. THE ADDRESS IS 4705 MAIN STREET, SHALLOTTE, NC 28459. I DEVOTE APPROXIMATELY 150 HOURS PER MONTH WORKING WITH CLIENTS ON TAX, ACCOUNTING AND FINANCIAL MATTERS. I HAVE WORKED FOR W. DAVIS MILLIGAN, CPA, PA SINCE OCTOBER 1984.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Davis Milligan'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

March 18, 2013 - Present

WEALTH MANAGEMENT ADVISORS, LLC

Office #1: 4705 Main Street, Shallotte, NC 28470

RIA

CRD#: 117533

SHALLOTTE, NC

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

North Carolina
(3/18/2013)

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 65

Date: 12/29/1999

Uniform Investment Adviser Law Examination

Current Firm

WEALTH MANAGEMENT ADVISORS, LLC

CRD#: 117533 / SEC#:

North Carolina

Registered Investment Advisory firm - (9/24/2010 Approved)

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Contact information

Main Address

4705 Main Street, Shallotte, NC 28470

Mailing Address

P.o. Box 3109, Shallotte, NC 28459

Phone number

(910) 754-9155

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	5
AUM (Assets Under Management)	$ 2,221,241

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 D. Milligan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Davis Milligan's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTH MANAGEMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/29/1999

Current Firm

WEALTH MANAGEMENT ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WEALTH MANAGEMENT ADVISORS, LLC

TRUST BUT VERIFY

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