AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
WS

William E. Skinner

HERITAGE CAPITAL GROUP
Savannah, GA 31401
Some features on this profile are disabled
CRD#: 7143932
WS

Professional summary

William Edward Skinner Jr, who also goes by Bill Skinner, William E Skinner Jr, is a registered financial professional currently at HERITAGE CAPITAL GROUP, INC. located in Savannah, Georgia.

William is registered as a RR (Registered Representative) and started their career in finance in 2019. William has worked at 1 firm and has passed the Series 79TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Bill Skinner | William E Skinner Jr

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 Edward Skinner Jr'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

October 7, 2019 - Present

HERITAGE CAPITAL GROUP, INC.

Office #1: 11 West Park Avenue 2nd Floor, Savannah, GA 31401
BD
CRD#: 44053
Savannah, GA

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
Series 79TO
Date: 10/7/2019
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/29/2019
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

HC
HERITAGE CAPITAL GROUP, INC.
HERITAGE CAPITAL GROUP, INC.

CRD#: 44053 / SEC#: , 8-50519

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
5210 Belfort Rd. # 300, Jacksonville, FL 32256
Mailing Address
5210 Belfort Rd. # 300, Jacksonville, FL 32256
Phone number
(904) 354-9600
Established
Florida since 11/02/1977
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (17 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
WIGGINS, CHARLES DONALDSHAREHOLDER2953990
HOLLEY, CECIL MCNAIRSHAREHOLDER5978590
KRAVET, DOUGLAS MICHAELSHAREHOLDER/ FINOP4892745
NICHOLSON, WILLIAM ROBERTCCO4445995
SERKIN, HOWARD CHARLESSHAREHOLDER2956726
KELLISON, CHARLES ALEXANDERPRESIDENT/SHAREHOLDER5772126
SORENSON, WILLIAM DICKCEO/SHAREHOLDER6436196

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

HERITAGE CAPITAL GROUP, INC.

CRD#: 44053Savannah, GA 31401

TRUST BUT VERIFY

Monitor William Skinner

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

CM
C MorrisAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
Savannah, GA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.