William Woodson

from Cynosure Group, LLC
SEC regulated
Regulated Investment Advisor
William Woodson is a financial advisor based in Utah, Salt Lake City, with 29 years of experience. William currently works for Cynosure Group, LLC. William maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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William Woodson works at Cynosure Group, LLC
Cynosure Group, LLC is a financial advisory firm based in Salt Lake City, Utah. It currently has approximately $3,717,517,538 of assets under management and employs about 33 people. Cynosure Group, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and performance-based fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Uniform Combined State Law Examination (S66)
Years registered
14 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and performance-based fees
Office location
111 South Main Street, Suite 2350, Salt Lake City, Utah, 84111

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