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William George Love

Rtd Financial Advisors Inc

Philadelphia, PA

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Current Employers
Rtd Financial Advisors Inc

30 S. 17Th Street Ste 1620, Philadelphia, PA 19103 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2018-10-01
  • PA RA
    APPROVED
    Since 2018-10-01

Branch Locations

30 S. 17Th Street Ste 1620, Philadelphia, PA 19103 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Marshall Financial Group, Inc. Doylestown PA 05/2006 09/2018
Rtd Financial Advisors Philadelphia PA 09/2018 Present
  • 05/2006 → 09/2018
    The Marshall Financial Group, Inc.
    Doylestown, PA
  • 09/2018 → Present
    Rtd Financial Advisors
    Philadelphia, PA
Previous Registrations
  • 2006-05-22 → 2018-09-07
    The Marshall Financial Group, Inc
    Doylestown, PA
  • 2003-07-02 → 2004-05-20
    Td Ameritrade, Inc.
    Jenkintown, PA
Other Businesses

1) FINANCIAL PLANNING ASSOCIATION PHILADELPHIA TRI STATE; INVESTMENT RELATED; PO BOX 38 FAIRLESS HILLS, PA 19030; POSITION: PRESIDENT SINCE 1/1/17; START DATE OF RELATIONSHIP: 5/22/07; 8 HOURS/MONTH, 4 HOURS PER MONTH DURING SECURITIES TRADING HOURS; CURRENTLY I CREATE AGENDAS AND PRESIDE OVER CHAPTER MEETINGS, OVERSEE WORK OF BOARD COMMITTEES AND THE PRESIDENT ELECT, WORK WITH CHAPTER EXECUTIVE DIRECTOR TO ASSURE SMOOTH CHAPTER OPERATIONS; WORK WITH CHAPTER EXECUTIVE DIRECTOR, TREASURER, AND COMMITTEE CHAIRS TO DEVELOP AN ANNUAL BUDGET, AND PROVIDE OVERALL LEADERSHIP TO ENABLE THE CHAPTER TO MEET ITS MISSION AND GOALS. 2) PROFESSIONAL COACHING; NOT INVESTMENT RELATED; 810 HUDSON DRIVE, YARDLEY, PA 19067; OWNER; SINCE 07/2016; 2 HRS/MO, 0/TRADE HRS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-06-19
S63 Uniform Securities Agent State Law Examination 1998-03-20
  • S66 Uniform Combined State Law Examination
    2003-06-19
  • S63 Uniform Securities Agent State Law Examination
    1998-03-20
Designations
Other Names
  • William G Love
  • Bill Love

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