Unclaimed Profile

William Fraser Laird

DIXON HUGHES GOODMAN WEALTH ADVISORS LLC·ASHEVILLE, North Carolina

Series 7, Series 66Clean record18 years registeredDIXON HUGHES GOODMAN WEALTH ADVISORS LLC

500 RIDGEFIELD COURT, SUITE 100, ASHEVILLE, NC 28806CRD# 5334135Firm CRD# 109279

Profile Verification

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

Identity

William Fraser Laird · ASHEVILLE, NC

Registration

CRD #5334135 · DIXON HUGHES GOODMAN WEALTH ADVISORS LLC · 18 years registered

Brand Profile

Not yet started

Career History

NEWEDGE ADVISORS

Oct 2023 – present

FORVIS WEALTH ADVISORS, LLC

Jun 2022 – Oct 2023

Jacksonville, FL

DIXON HUGHES GOODMAN WEALTH ADVISORS LLC

Jan 2017 – Aug 2022

Jacksonville, FL

DIXON HUGHES GOODMAN WEALTH ADVISORS LLC

Aug 2009 – Dec 2016

JACKSONVILLE, FL

RAYMOND JAMES & ASSOCIATES, INC.

Dec 2007 – Aug 2009

JACKSONVILLE, FL

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · December 19, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DIXON HUGHES GOODMAN WEALTH ADVISORS LLC

CRD 109279 · SEC 801-58035

AUM

$2.2B

Regulatory assets under management

Employees

5,168 client accounts

Services offered by DIXON HUGHES GOODMAN WEALTH ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at DIXON HUGHES GOODMAN WEALTH ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does William Fraser Laird offer?

William Fraser Laird specializes in Financial Planning, Investment Management. Contact their office in ASHEVILLE, North Carolina for a consultation.

What are William Fraser Laird's credentials?

William Fraser Laird is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Fraser Laird located?

William Fraser Laird is based in ASHEVILLE, North Carolina, working with DIXON HUGHES GOODMAN WEALTH ADVISORS LLC. Their office serves clients in the ASHEVILLE metropolitan area and surrounding communities.

How does William Fraser Laird charge for services?

William Fraser Laird'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 DIXON HUGHES GOODMAN WEALTH ADVISORS LLC?

DIXON HUGHES GOODMAN WEALTH ADVISORS LLC has approximately 38 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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