WR
William M. Reynolds
EQUITY INVESTMENT CORP
Atlanta, GA 30309
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CRD#: 7025834
WR
Professional summary
William Moore Reynolds II, who also goes by Will Reynolds, William M Reynolds II, William Moore Reynolds, is a registered financial advisor currently at EQUITY INVESTMENT CORP located in Atlanta, Georgia and FORESIDE FUNDS DISTRIBUTORS LLC located in Atlanta, Georgia.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. William has worked at 2 firms and has passed the Series 63, Series 65, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Will Reynolds | William M Reynolds Ii | William Moore Reynolds
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.
Equity Investment Corporation; Investment Related; Atlanta, GA; Began 09/04/2018; Value Advisor, SMA strategies; mutual fund; Inside Sales Consultant; Support for regional directors in the Southeast and West territories; 160 hours per week with 130 hours during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view William Moore Reynolds II'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®
NoneExperience
Current
November 5, 2018 - Present
EQUITY INVESTMENT CORP
Office #1: 1776 Peachtree Street Nw Suite 600s, Atlanta, GA 30309RIA
CRD#: 283930
Atlanta, GA
Current
February 15, 2019 - Present
FORESIDE FUNDS DISTRIBUTORS LLC
Office #1: 1776 Peachtree Street Nw Suite 600s, Atlanta, GA 30309BD
CRD#: 31334
Atlanta, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EI
EQUITY INVESTMENT CORP
BZI PARTNERS, LLC | FIVE FALLS CAPITAL PARTNERS, LLC | EQUITY INVESTMENT CORPORATION ACQUISITION, INC. | EQUITY INVESTMENT CORPORATION | EQUITY INVESTMENT CORP
CRD#: 283930 / SEC#: 801-107945
RIA
Registered Investment Advisory firm - (6/15/2016 Approved)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.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
Alabama(3/20/2019)
RR
Alaska(3/20/2019)
RR
Arizona(3/20/2019)
RR
Arkansas(3/20/2019)
RR
California(3/20/2019)
RR
Colorado(3/20/2019)
RR
Connecticut(3/20/2019)
RR
Delaware(3/20/2019)
RR
District of Columbia(3/20/2019)
RR
Florida(3/20/2019)
IAR
Georgia(11/13/2018)
RR
Georgia(3/20/2019)
RR
Hawaii(3/20/2019)
RR
Idaho(3/20/2019)
RR
Illinois(3/20/2019)
RR
Indiana(3/20/2019)
RR
Iowa(3/20/2019)
RR
Kansas(3/20/2019)
RR
Kentucky(3/20/2019)
RR
Louisiana(3/20/2019)
RR
Maine(3/20/2019)
RR
Maryland(3/20/2019)
RR
Massachusetts(3/20/2019)
RR
Michigan(3/20/2019)
RR
Minnesota(3/20/2019)
RR
Mississippi(3/20/2019)
RR
Missouri(3/20/2019)
RR
Montana(3/20/2019)
RR
Nebraska(3/20/2019)
RR
Nevada(3/20/2019)
RR
New Hampshire(3/20/2019)
RR
New Jersey(3/20/2019)
RR
New Mexico(3/20/2019)
RR
New York(3/20/2019)
RR
North Carolina(3/20/2019)
RR
North Dakota(3/20/2019)
RR
Ohio(3/20/2019)
RR
Oklahoma(3/20/2019)
RR
Oregon(3/20/2019)
RR
Pennsylvania(3/20/2019)
RR
Rhode Island(3/20/2019)
RR
South Carolina(3/20/2019)
RR
South Dakota(3/20/2019)
RR
Tennessee(3/20/2019)
IAR
Texas(11/5/2018)
RR
Texas(3/20/2019)
RR
Utah(3/20/2019)
RR
Vermont(3/20/2019)
RR
Virginia(3/20/2019)
RR
Washington(3/20/2019)
RR
West Virginia(3/20/2019)
RR
Wisconsin(3/20/2019)
RR
Wyoming(3/20/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 2/15/2019
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
EI
EQUITY INVESTMENT CORP
BZI PARTNERS, LLC | FIVE FALLS CAPITAL PARTNERS, LLC | EQUITY INVESTMENT CORPORATION ACQUISITION, INC. | EQUITY INVESTMENT CORPORATION | EQUITY INVESTMENT CORP
CRD#: 283930 / SEC#: 801-107945
RIA
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Contact information
Main Address
1776 Peachtree Street Nw Suite 600s, Atlanta, GA 30309
Mailing Address
Phone number
(404) 239-0111
Established
Firm type
Fiscal year end
# of Employees
26
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,039 |
| AUM (Assets Under Management) | $ 3,051,151,512 |
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.
