William J. Arnold

AVID PLANNING

ST. PETERSBURG, FL 33701

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CRD#: 4726501

Professional summary

William Jackson Arnold, CFP®, who also goes by Jack Arnold, is a registered financial advisor currently at AVID PLANNING located in St. Petersburg, Florida.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. William has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

What are your service offerings?

Investment Planning

Tax Planning

Comprehensive Financial Planni...

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Jack Arnold

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) Notary Public; Not Investment Related; 1501 Eden Isle Blvd NE, Apt 58, St Pete, FL 33704; Start Date: 08/23/2017; Notary Stamps for friends/family/clients; Hours devoted to business during trading hours: 0.25; Hours devoted to business outside trading hours: 0.25.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Jackson Arnold'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®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

August 17, 2016 - Present

AVID PLANNING

Office #1: 360 Central Avenue Suite 1160, St. Petersburg, FL 33701

RIA

CRD#: 284332

ST. PETERSBURG, FL

Past

August 26, 2010 - September 26, 2016

LPL FINANCIAL LLC

RIA

CRD#: 6413

ST. PETERSBURG, FL

Past

August 16, 2010 - September 26, 2016

LPL FINANCIAL LLC

CRD#: 6413

ST. PETERSBURG, FL

Past

February 23, 2007 - August 4, 2010

EDWARD JONES

RIA

CRD#: 250

ST PETE BEACH, FL

Past

February 2, 2007 - August 4, 2010

EDWARD JONES

CRD#: 250

ST PETE BEACH, FL

Past

November 19, 2004 - February 3, 2007

T. ROWE PRICE INVESTMENT SERVICES, INC.

CRD#: 8348

TAMPA, FL

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

Florida
(8/24/2016)

IAR

Texas
(8/17/2016)

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 66

Date: 2/16/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/12/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 9/26/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/8/2006

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/18/2004

Investment Company Products/Variable Contracts Representative Examination

Current Firm

AVID PLANNING

AVID ADVISORY | AVID PLANNING | AVID ADVISORY AND INVESTMENT GROUP LLC

CRD#: 284332 / SEC#:

Florida

Registered Investment Advisory firm - (8/24/2016 Approved)

Texas

Registered Investment Advisory firm - (7/19/2016 Conditional Restricted)

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Contact information

Main Address

360 Central Avenue Suite 1160, St. Petersburg, FL 33701

Mailing Address

Phone number

(727) 228-6840

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	212
AUM (Assets Under Management)	$ 44,867,845

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.

Contact information

(xxx) xxx-xxxx

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Firm Stability Insights

William J. Arnold

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Jackson Arnold's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

EDWARD JONES

EDWARD JONES

T. ROWE PRICE INVESTMENT SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 2/16/2007

Series 63

Date: 7/12/2005

SIE

Date: 9/26/2016

Series 7

Date: 11/8/2006

Series 6

Date: 11/18/2004

Current Firm

AVID PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

AVID PLANNING

TRUST BUT VERIFY

Contact information

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