William A. Fletcher

FLETCHER WEALTH MANAGEMENT

Kingsport, TN 37663

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CRD#: 4705416

Professional summary

William Andrew Fletcher is a registered financial advisor currently at FLETCHER WEALTH MANAGEMENT, INC. located in Kingsport, Tennessee.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. William has worked at 5 firms and has passed the Series 63, Series 66, Series 7TO, SIE and Series 7 exams.

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.

*409126 - Marshall County Schools; Investment related No; Moundsville,WV; Education; Coach (proprietor, partner, officer, director, employee, trustee, agent); Aug 2020; During business hours: 4; After business hours: 16; Coaching * 412557 - BETHANY COLLEGE; Investment related No; BETHANY WV; Education; PROFESSOR (proprietor, partner, officer, director, employee, trustee, agent); Oct 2020; During business hours: 4; After business hours: 16; TEACHING COLLEGE PROFESSOR HIGH SCHOOL COACH

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Andrew Fletcher'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

October 4, 2022 - Present

FLETCHER WEALTH MANAGEMENT, INC.

Office #1: 5501 Fort Henry Dr, Kingsport, TN 37663

RIA

CRD#: 322877

Kingsport, TN

Past

August 9, 2019 - September 22, 2022

CRD#: 6321

MINNEAPOLIS, MN

Past

September 8, 2005 - May 14, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

JOHNSON CITY, TN

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

Tennessee
(10/4/2022)

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

Series 63

Date: 8/16/2019

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 7/26/2005

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/9/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/1/2019

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/7/2005

General Securities Representative Examination

Current Firm

FLETCHER WEALTH MANAGEMENT, INC.

CRD#: 322877 / SEC#:

Tennessee

Registered Investment Advisory firm - (9/30/2022 Approved)

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Contact information

Main Address

5501 Fort Henry Dr, Kingsport, TN 37663

Mailing Address

Po Box 6501, Wheeling, WV 26003

Phone number

(423) 431-8704

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	50
AUM (Assets Under Management)	$ 5,337,278

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.

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Firm Stability Insights

William A. Fletcher

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Andrew Fletcher's CRS (Customer Relationship Summary).

Certified licenses

Experience

MORGAN STANLEY

MORGAN STANLEY

FLETCHER WEALTH MANAGEMENT, INC.

FLETCHER WEALTH MANAGEMENT, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/16/2019

Series 66

Date: 7/26/2005

Series 7TO

Date: 8/9/2019

SIE

Date: 8/1/2019

Series 7

Date: 9/7/2005

Current Firm

FLETCHER WEALTH MANAGEMENT, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FLETCHER WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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