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William Daniel Hardaway

Websterrogers Financial Advisors, LLC

Florence, SC

CRD 6864465

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Employer firm

Websterrogers Financial Advisors, LLC CRD 121006

$461M regulatory AUM 1 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Websterrogers Financial Advisors, Llc

1411 Second Loop Road, Florence, SC 29505-2801 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2017-11-14
  • SC RA
    APPROVED
    Since 2017-11-14

Branch Locations

1411 Second Loop Road, Florence, SC 29505-2801 • 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
Websterrogers Llp Florence SC 07/2013 01/2018
Websterrogers Financial Advisors, Llc Florence SC 07/2013 Present
Websterrogers Llp Florence SC 01/2018 12/2023
Websterrogers Llp Florence SC 12/2023 Present
  • 07/2013 → 01/2018
    Websterrogers Llp
    Florence, SC
  • 07/2013 → Present
    Florence, SC
  • 01/2018 → 12/2023
    Websterrogers Llp
    Florence, SC
  • 12/2023 → Present
    Websterrogers Llp
    Florence, SC
Other Businesses

WEBSTERROGERS, LLP 1411 SECOND LOOP ROAD FLORENCE, SC 29505 NON-INVESTMENT RELATED JULY 2013 TO PRESENT TAX ASSOCIATE DEVOTES 80 HOURS PER MONTH TO THIS ACTIVITY.

Designations
  • Certified Financial Planner
  • Personal Financial Specialist

View on SEC IAPD

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