William Hilliard Yates Iii
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Retirement Planning
- Investment Management
- Estate & Legacy Planning
- Education Funding
- Financial Planning
- Tax Planning
Other Aliases
Tripp Yates
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Credentials
Years of Experience
17 years in the financial services industry
Current & Past Employments
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Current Firm
EAGLESTRONG FINANCIAL | EAGLESTRONG FINANCIAL, LLC
Contact Information
Main Address
1661 International Drive Suite 400, Memphis, TN 38120Phone Number
(901) 413-8659# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
472AUM (Assets Under Management)
$82,258,635Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(2/24/2022)
(5/19/2017)
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view William Hilliard Yates III's CRS (Customer Relationship Summary).
Services Offered by William
- Retirement Planning
- Investment Management
- Estate & Legacy Planning
- Education Funding
- Financial Planning
- Tax Planning
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ENVISION FINANCIAL PLANNING, LLC
