William Francis Gold

Current Employers

Employment History

• 02/2010 → 06/2019
  Ubs Financial Services Inc
  Asheville, NC
• 06/2019 → 05/2022
  Raymond James Financial Services, Inc
  Hendersonville, NC
• 06/2019 → Present
  Steward Partners Investment Advisory
  Hendersonville, NC
• 06/2019 → Present
  Steward Partners Global Advisory, Llc
  Hendersonville, NC
• 05/2022 → Present
  Steward Partners Investment Solutions, Llc
  Hendersonville, NC

Previous Registrations

• 2009-01-12 → 2019-06-17
  Ubs Financial Services Inc.
  Hendersonville, NC
  Hendersonville, NC
  Asheville, NC
  Asheville, NC
  Weehawken, NJ
  Hendersonville, NC
• 2002-07-19 → 2009-01-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hendersonville, NC

Other Businesses

1) STEWARD PARTNERS GLOBAL ADVISORY LLC - INSURANCE - 06/2019 - HENDERSONVILLE, NC - AGENT - INVESTMENT RELATED - 0/0 HRS PER MONTH. 2) STEWARD PARTNERS INVESTMENT ADVISORY LLC - INDEPENDENT RIA - 06/2019 - HENDERSONVILLE, NC - INVESTMENT ADVISOR REP - INVESTMENT RELATED - 0/0 HRS PER MONTH 3) HENDERSONVILLE COUNTRY CLUB - HENDERSONVILLE, NC - COUNTRY CLUB - NOT INVESTMENT RELATED - 10/2016 - BOARD MEMBER - 0/0 HR PER MONTH - CLUB MANAGEMENT. 4) TOMMY TOLLES ENTERPRISES - PROFESSIONAL GOLFERS - HENDERSONVILLE, NC - 1/2016 - CONSULTANT - 2HRS PER MONTH/0 TRADING HRS. 5) Name of Business : Church Street Wealth Advisors of Steward Partners Address: 210 3rd Ave W,Hendersonville, NC Nature of the Business: Support Company/DBA (Owner) Position/Title: Support Company/DBA (Owner) Investment Related:No Start Date: 07/19/2021 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Financial Advisor

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-07-16
• S63 Uniform Securities Agent State Law Examination
  1995-10-25

Other Names

• Bill Gold
• William F (Jr) Gold