WG
WG

William Byron Glaspie

11 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
1,156 clients
Average Client Portfolio
$109K average
Assets Under Management
$125.5M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

18700 W. 10 Mile Road, Suite 100, Southfield, MI, 48075

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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 works as an Instructional Dean for Orange County Public Schools since 2012. He also provides financial advice as a Registered Investment Advisor with ELE Advisory Services, dedicating a few hours per week to this role.

Employment History
Current Registrations
Ele Advisory Services, INC
June 2023 - Present · 2 yrs 8 mos
Ele Wealth Solutions, INC.
March 2022 - Present · 3 yrs 11 mos
Ele Wealth Solutions, INC.Broker
March 2022 - Present · 3 yrs 11 mos
Previous Registrations
PFS Investments INC.Broker
October 2011 - December 2012 · 1 yr 2 mos
Leonard & CompanyBroker
April 2009 - August 2009 · 4 mos
MML Investors Services, INC.Broker
November 2007 - February 2008 · 3 mos
AXA Advisors, LLCBroker
February 2002 - July 2007 · 5 yrs 5 mos
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.