Unclaimed Profile

William Patrick Fair

AP WEALTH MANAGEMENT, LLC·AUGUSTA, Georgia

Series 7, Series 24, Series 63, Series 65CFPClean record24 years registeredAP WEALTH MANAGEMENT, LLC

1100 FRAZIER DRIVE, AUGUSTA, GA 30909CRD# 4243098Firm CRD# 156417

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Patrick Fair · AUGUSTA, GA

Registration

CRD #4243098 · AP WEALTH MANAGEMENT, LLC · 24 years registered

Brand Profile

Not yet started

Career History

AP WEALTH MANAGEMENT

Mar 2011 – present

AUGUSTA CAPITAL INVESTORS, LLC

Mar 2014 – Mar 2019

AUGUSTA, GA

AUGUSTA CAPITAL MANAGEMENT, LLC

Mar 2014 – Aug 2018

AUGUSTA, GA

FIRST CITIZENS ASSET MANAGEMENT, INC

Mar 2009 – Jul 2010

RALEIGH, NC

WACHOVIA SECURITIES, LLC

Jun 2005 – Jan 2009

NORTH AUGUSTA, SC

CITIGROUP GLOBAL MARKETS INC.

Jul 2002 – Jun 2005

AIKEN, SC

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · July 25, 2002

Years registered · 24

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AP WEALTH MANAGEMENT, LLC

CRD 156417 · SEC 801-107514

AUM

$237M

Regulatory assets under management

Employees

819 client accounts

Services offered by AP WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at AP WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does William Patrick Fair offer?

William Patrick Fair specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in AUGUSTA, Georgia for a consultation.

What are William Patrick Fair's credentials?

William Patrick Fair holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is William Patrick Fair located?

William Patrick Fair is based in AUGUSTA, Georgia, working with AP WEALTH MANAGEMENT, LLC. Their office serves clients in the AUGUSTA metropolitan area and surrounding communities.

How does William Patrick Fair charge for services?

William Patrick Fair's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AP WEALTH MANAGEMENT, LLC?

AP WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $237M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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