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William E Colvin

CU CAPITAL MARKET SOLUTIONS, LLC·ALPHARETTA, Georgia
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6120 WINDWARD PARKWAY, ALPHARETTA, GA 30005CRD# 7245286Firm CRD# 284473
01

About

William E Colvin is a registered financial advisor based in ALPHARETTA, Georgia, affiliated with CU CAPITAL MARKET SOLUTIONS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
CU CAPITAL MARKET SOLUTIONS, LLC
CU CAPITAL MARKET SOLUTIONS, LLC
AUM
$506M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at CU CAPITAL MARKET SOLUTIONS, LLC →
Services
Selection of other advisers
Other
04

Background

Compensation
Subscription fees
Regulatory
SEC/IARD CRD# 7245286
Firm CRD# 284473
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William E Colvin offer?
William E Colvin specializes in Wealth Management. Contact their office in ALPHARETTA, Georgia for a consultation.
What are William E Colvin's credentials?
William E Colvin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William E Colvin located?
William E Colvin is based in ALPHARETTA, Georgia, working with CU CAPITAL MARKET SOLUTIONS, LLC. Their office serves clients in the ALPHARETTA metropolitan area and surrounding communities.
How does William E Colvin charge for services?
William E Colvin's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CU CAPITAL MARKET SOLUTIONS, LLC?
CU CAPITAL MARKET SOLUTIONS, LLC has approximately 9 employees and manages $506M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CU CAPITAL MARKET SOLUTIONS, LLC

Brent Eugene Hippert
ALPHARETTA, GA
Lewis Nelson Lester
ALPHARETTA, GA
Robert Charles Colvin
ALPHARETTA, GA
William Thayer Mullally
ALPHARETTA, GA

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Research
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