William Boyce Portwood
Professional Summary
William Boyce Portwood, who also goes by Bill Portwood, is a registered financial advisor currently at JBS LIBERTY SECURITIES, INC. located in Kannapolis, North Carolina and HOLLISTER ASSOCIATES, LLC located in Mount Pleasant, South Carolina. William is registered as a RR (Registered Representative) and started their career in finance in 2004. William has worked at 33 firms and has passed the Series 65, Series 66, Series 52TO, Series 99TO, Series 79TO, SIE, Series 14, Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Bill Portwood
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Videos & Posts
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Contact Information
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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.
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Years of Experience
22 years in the financial services industry
Current & Past Employments
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Current Firm
VESTRA ADVISORS, LLC
Contact Information
Main Address
5201 E. Blue Lagoon Drive 8th Floor, Miami, FL 33126Mailing Address
5201 E. Blue Lagoon Drive 8th Floor, Miami, FL 33126Phone Number
(917) 747-0580Established
Delaware since 05/09/2023Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (10 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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
(9/27/2016)
(5/6/2013)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Jan 2023About the Series 52TO examSeries 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSeries 28 — Introducing Broker/Dealer Financial Operations Principal Examination
Passed Jan 2007About the Series 28 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view William Boyce Portwood's CRS (Customer Relationship Summary).
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