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William Allen Pruett

WCP CAPITAL MANAGEMENT LLC·COLUMBIA, South Carolina
Series 5, Series 7, Series 63, Series 66Clean record20 years registeredWCP CAPITAL MANAGEMENT LLC
3924 FOREST DRIVE, COLUMBIA, SC 29204CRD# 1012724Firm CRD# 151995

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Allen Pruett · COLUMBIA, SC
Registration
CRD #1012724 · WCP CAPITAL MANAGEMENT LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

WCP CAPITAL MANAGEMENT LLC
Dec 2009 – present
UBS FINANCIAL SERVICES INC.
Apr 2006 – Dec 2009
COLUMBIA, SC
02

Registrations & Exams

FINRA examinations passed
Series 5
Series 7
Series 63
Series 66
Registration record
First registered · April 18, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WCP CAPITAL MANAGEMENT LLC
CRD 151995 · SEC 801-70768
AUM
$37M
Regulatory assets under management
Employees
1
111 client accounts
Services offered by WCP CAPITAL MANAGEMENT LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at WCP CAPITAL MANAGEMENT LLC →
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05

Frequently Asked Questions

What services does William Allen Pruett offer?
William Allen Pruett specializes in Investment Management, Fee-Only Advisory. Contact their office in COLUMBIA, South Carolina for a consultation.
What are William Allen Pruett's credentials?
William Allen Pruett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Allen Pruett located?
William Allen Pruett is based in COLUMBIA, South Carolina, working with WCP CAPITAL MANAGEMENT LLC. Their office serves clients in the COLUMBIA metropolitan area and surrounding communities.
How does William Allen Pruett charge for services?
William Allen Pruett's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WCP CAPITAL MANAGEMENT LLC?
WCP CAPITAL MANAGEMENT LLC has approximately 1 employees and manages $37M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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