William Paschal

Employer firm

&Partners CRD 3767

$30.3B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Aiken, SC
• 11/2016 → 03/2019
  Wells Fargo Clearing Services, Llc
  Aiken, SC
• 03/2019 → 07/2025
  Wells Fargo Advisors Financial Network, Llc
  Aiken, SC
• 07/2025 → Present
  &Partners
  Nashivlle, TN

Previous Registrations

• 2019-03-15 → 2025-07-22
  Wells Fargo Advisors Financial Network, Llc
  Aiken, SC
• 2008-01-01 → 2019-03-15
  Wells Fargo Clearing Services, Llc
  Aiken, SC
• 2005-01-05 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Aiken, SC
  St. Louis, MO

Other Businesses

SOUTHERN ASSETS, LLC POSITION: Sole Member NATURE: Southern Assets owns passive, undeveloped real estate INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2018 ADDRESS: Aiken, SC 29803, United States DESCRIPTION: As the sole member of the LLC, I manage any activity which takes place regarding the LLC or its properties. PALMETTO GOLF CLUB POSITION: Treasurer NATURE: Tax-exempt golf club INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2025 ADDRESS: Aiken, SC 29801, United States DESCRIPTION: The role of the Treasure is to help with strategic financial decisions and oversee work done by the Controller of the Club.

Exams

• S66 Uniform Combined State Law Examination
  2004-12-16
• S63 Uniform Securities Agent State Law Examination
  1993-05-26

Designations

• Certified Financial Planner

Other Names

• Greg Paschal
• W Greg Paschal
• William Gregory Paschal