William Jackson Arnold
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Investment Planning
- Tax Planning
- Comprehensive Financial Planning
Other Aliases
Jack Arnold
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
22 years in the financial services industry
Current & Past Employments
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Current Firm
AVID ADVISORY | AVID PLANNING | AVID ADVISORY AND INVESTMENT GROUP LLC
Contact Information
Main Address
360 Central Avenue Suite 1160, St. Petersburg, FL 33701Phone Number
(727) 228-6840# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
223AUM (Assets Under Management)
$58,544,704Similar Advisors
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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.
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State Registrations and Notice Filings
(8/24/2016)
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Nov 2004About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view William Jackson Arnold's CRS (Customer Relationship Summary).
Services Offered by William
- Investment Planning
- Tax Planning
- Comprehensive Financial Planning
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