Unclaimed Profile

William Henry French Iii

W ADVISORS LLC·MEMPHIS, Tennessee

SIE, Series 3, Series 5, Series 7, Series 8, Series 9, Series 10, Series 15, Series 63, Series 65, Series 99TO25 years registeredW ADVISORS LLC

1715 AARON BRENNER DR, SUITE 218, MEMPHIS, TN 38120CRD# 1730784Firm CRD# 168452

Profile Verification

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

Identity

William Henry French Iii · MEMPHIS, TN

Registration

CRD #1730784 · W ADVISORS LLC · 25 years registered

Brand Profile

Not yet started

Career History

RED OAK ADVISORS LLC

Jan 2026 – present

RED OAK ADVISORS LLC

Jun 2017 – Dec 2025

Memphis, TN

W ADVISORS LLC

Sep 2013 – Jan 2018

MEMPHIS, TN

MORGAN STANLEY

Jun 2009 – Oct 2013

MEMPHIS, TN

MORGAN STANLEY & CO. INCORPORATED

Dec 2007 – Jun 2009

MEMPHIS, TN

UBS FINANCIAL SERVICES INC.

Apr 2001 – Dec 2007

ROANOKE, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 5

Series 7

Series 8

Series 9

Series 10

Series 15

Series 63

Series 65

Series 99TO

Registration record

First registered · April 23, 2001

Years registered · 25

Disclosure History

1991Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

W ADVISORS LLC

CRD 168452 · SEC 801-78543

AUM

$186M

Regulatory assets under management

Employees

406 client accounts

Services offered by W ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at W ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does William Henry French Iii offer?

William Henry French Iii specializes in Financial Planning, Investment Management. Contact their office in MEMPHIS, Tennessee for a consultation.

What are William Henry French Iii's credentials?

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

Where is William Henry French Iii located?

William Henry French Iii is based in MEMPHIS, Tennessee, working with W ADVISORS LLC. Their office serves clients in the MEMPHIS metropolitan area and surrounding communities.

How does William Henry French Iii charge for services?

William Henry French Iii'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 W ADVISORS LLC?

W ADVISORS LLC has approximately 3 employees and manages $186M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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