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William G. Portwood

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CRD#: 4568189
WP

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

William Gibbons Portwood JR., who also goes by Gib Portwood, William Gibbons Portwood, was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 2002. William had worked at 7 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Gib Portwood | William Gibbons Portwood

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

September 21, 2018 - May 9, 2019

AVENIR PRIVATE ADVISORS, LLC

RIA
CRD#: 298064
Fort Worth, TX
Past

July 2, 2018 - September 21, 2018

CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC

RIA
CRD#: 131631
Fort Worth, TX
Past

July 17, 2017 - June 28, 2019

HAYDEN ROYAL

RIA
CRD#: 170037
Fort Worth, TX
Past

February 3, 2010 - June 19, 2017

OPPENHEIMER & CO. INC.

RIA
CRD#: 249
FORT WORTH, TX
Past

February 3, 2010 - June 19, 2017

OPPENHEIMER & CO. INC.

BD
CRD#: 249
FORT WORTH, TX
Past

September 2, 2005 - January 13, 2010

WELLS FARGO INVESTMENTS, LLC

RIA
CRD#: 10582
FORT WORTH, TX
Past

September 2, 2005 - January 13, 2010

WELLS FARGO INVESTMENTS, LLC

BD
CRD#: 10582
FORT WORTH, TX
Past

January 2, 2004 - June 10, 2005

BBVA COMPASS INVESTMENT SOLUTIONS, INC

RIA
CRD#: 17086
ARLINGTON, TX
Past

January 2, 2004 - June 10, 2005

BBVA COMPASS INVESTMENT SOLUTIONS, INC

BD
CRD#: 17086
BIRMINGHAM, AL
Past

October 7, 2002 - April 7, 2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
FORT WORTH, TX
Past

August 27, 2002 - April 7, 2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/17/2002
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/19/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/26/2002
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/12/2005
General Securities Principal Examination

Current Firm

AP
AVENIR PRIVATE ADVISORS, LLC
AVENIR PRIVATE ADVISORS, LLC

CRD#: 298064 / SEC#: 801-113824

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Contact information

Main Address
2669 South Bayshore Drive, Miami, FL 33133
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents

Latest Form ADV

Part 2 Brochures

AVENIR ADV PART 2A APPENDIX 1 WRAP BROCHURE (2/8/2019)
AVENIR ADV PART 2A BROCHURE (2/8/2019)

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

AVENIR PRIVATE ADVISORS, LLC

CRD#: 298064

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