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WC

William T. Clarke

AGECROFT PARTNERS
RICHMOND, VA 23221-3211
CRD#: 6740291
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WC
William Turkington Clarke IIIAGECROFT PARTNERS

Professional summary


William Turkington Clarke III is a registered financial professional currently at AGECROFT PARTNERS, LLC located in Richmond, Virginia.

William is registered as a RR (Registered Representative) and started their career in finance in 2017. William has worked at 1 firm and has passed the Series 63, SIE and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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) - BD


Click below to view William Turkington Clarke 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®
None

Experience


Current

March 7, 2017 - Present

AGECROFT PARTNERS, LLC

Office #1: 103 Canterbury Road, Richmond, VA 23221-3211
BD
CRD#: 139227
RICHMOND, VA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New York
(6/23/2017)
RR
Virginia
(6/23/2017)

Exams


State Security Law Exam
RR
Series 63
Date: 6/23/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


AP
AGECROFT PARTNERS, LLC
AGECROFT PARTNERS, LLC

CRD#: 139227 / SEC#: , 8-67198

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information


Main Address
103 Canterbury Road, Richmond, VA 23221-3211
Mailing Address
103 Canterbury Road, Richmond, VA 23221-3211
Phone number
(804) 355-2082
Established
Virginia since 11/02/2005
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (9 States and Territories)


Documents


Direct owners and executive officers


NamePositionCRD#
STEINBRUGGE, DONALD ALLENMANAGING MEMBER, CCO
STEINBRUGGE, PIA SEXTENPASSIVE MEMBER
RIP, OLGAFINOP, CFO, PFO, POO5440553

Red Flags


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.

Company Information


AGECROFT PARTNERS, LLC

CRD#: 139227Richmond, VA 23221-3211

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