William D. March
Professional summary
William D March III, who also goes by William Dornan March III, is a registered financial advisor currently at SPRING CITY PARTNERS, LLC located in Philadelphia, Pennsylvania.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. William has worked at 2 firms and has passed the Series 63, Series 65, SIE, Series 86, Series 87 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William D March III's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 17, 2018 - Present
SPRING CITY PARTNERS, LLC
November 30, 2016 - July 9, 2018
JANNEY MONTGOMERY SCOTT LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/17/2018)
Exams
Current Firm
SPRING CITY PARTNERS, LLC
CRD#: 297361 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 98 |
| AUM (Assets Under Management) | $ 10,250,000 |
Red Flags
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