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William Roy Church

CHURCH, WILLIAM·RUTLAND, Vermont
Series 7, Series 16, Series 24, Series 63, Series 65Clean record8 years registeredCHURCH, WILLIAM
56 1/2 MERCHANTS ROW, RUTLAND, VT 05701CRD# 1075833Firm CRD# 157972

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Roy Church · RUTLAND, VT
Registration
CRD #1075833 · CHURCH, WILLIAM · 8 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: CHURCH, WILLIAM
TGRA CAPITAL ADVISORS, LLC
Apr 2018 – Jan 2019
Castleton, VT
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 16
Series 24
Series 63
Series 65
Registration record
First registered · April 3, 2018
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TGRA CAPITAL MANAGEMENT, LLC
CRD 157972 · SEC 801-73172
AUM
$111M
Regulatory assets under management
Employees
3
18 client accounts
Services offered by TGRA CAPITAL MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at TGRA CAPITAL MANAGEMENT, LLC →
Introduction

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Frequently Asked Questions

What services does William Roy Church offer?
William Roy Church specializes in Investment Management, Retirement Planning, Wealth Management.
What are William Roy Church's credentials?
William Roy Church is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Roy Church located?
William Roy Church is based in RUTLAND, Vermont, last registered with CHURCH, WILLIAM.
How does William Roy Church charge for services?
William Roy Church's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHURCH, WILLIAM?
CHURCH, WILLIAM has approximately 3 employees and manages $111M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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