William H. Yates

EAGLESTRONG FINANCIAL

Memphis, TN 38120

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CRD#: 5630161

Professional summary

William Hilliard Yates III, CFP®, who also goes by Tripp Yates, is a registered financial advisor currently at EAGLESTRONG FINANCIAL located in Memphis, Tennessee.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. William has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

What are your service offerings?

Retirement Planning

Investment Planning

Estate Planning

Education Planning

Comprehensive Financial Planni...

Do you have an area of expertise or specialization?

Business Owners

College/Education Planning

Entrepreneurs

Medical Professionals

Tax Planning

Are you a "fiduciary"?

Yes

Aliases

Tripp Yates

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) - RIA

Click below to view William Hilliard Yates III'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: 2010

Experience

Current

May 19, 2017 - Present

EAGLESTRONG FINANCIAL

Office #1: 1661 International Drive Suite 400, Memphis, TN 38120

RIA

CRD#: 288413

Memphis, TN

Past

May 25, 2016 - April 6, 2017

WADDELL & ASSOCIATES, LLC

RIA

CRD#: 283723

Memphis, TN

Past

February 9, 2009 - May 25, 2016

WADDELL & ASSOCIATES INC

RIA

CRD#: 105746

MEMPHIS, 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

Mississippi
(2/24/2022)

IAR

Tennessee
(5/19/2017)

IAR

Texas
(8/2/2024)

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 65

Date: 2/7/2009

Uniform Investment Adviser Law Examination

Current Firm

EAGLESTRONG FINANCIAL

EAGLESTRONG FINANCIAL | EAGLESTRONG FINANCIAL, LLC

CRD#: 288413 / SEC#:

Mississippi

Registered Investment Advisory firm - (11/1/2018 Approved)

Tennessee

Registered Investment Advisory firm - (5/18/2017 Approved)

Texas

Registered Investment Advisory firm - (7/19/2024 Conditional Restricted)

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Contact information

Main Address

1661 International Drive Suite 400, Memphis, TN 38120

Mailing Address

Phone number

(901) 413-8659

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	444
AUM (Assets Under Management)	$ 64,798,184

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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William H. Yates

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Hilliard Yates III's CRS (Customer Relationship Summary).

Certified licenses

Experience

EAGLESTRONG FINANCIAL

WADDELL & ASSOCIATES, LLC

WADDELL & ASSOCIATES INC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/7/2009

Current Firm

EAGLESTRONG FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

EAGLESTRONG FINANCIAL

TRUST BUT VERIFY

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