WG
WG

William Griffin

27 Years of Experience
Danville, KY

William Griffin is a registered investment advisor at Resurgent Advisors, based in Danville, KY, with 27 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 392 clients with $330M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
392 clients
Average Client Portfolio
$833K average
Assets Under Management
$326.4M

Fee Structure

Minimum Investment:None

Resurgent Financial Advisors charges fees based on the value of your portfolio. The specific fee schedule is negotiable and outlined in your Investment Advisory Agreement. You can be charged up to 2.25% annually on the assets managed by Resurgent.

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Location

301 West Main, Danville, KY, 40422

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

William is a fine art photographer exhibiting in galleries and museums since 2010. He dedicates a few hours per week to this activity and occasionally does portrait sittings.

Employment History
Current Registrations
Resurgent Advisors
March 2020 - Present · 6 yrs 1 mo
Previous Registrations
Edward Jones
February 2007 - February 2020 · 13 yrs
Edward JonesBroker
September 1998 - February 2020 · 21 yrs 5 mos
State Registrations2 states
KYMI
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.