Raymond James Financial Services Advisors
40yrs
Top 4% by experience in North Carolina
40yrs
William Whichard
Financial advisor at Wells Fargo Advisors
William Whichard is a fiduciary financial advisor in Elizabeth City, North Carolina, with 40 years in the industry. William joined Wells Fargo Advisors in 2023, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 20 advisors with offices in Elizabeth City, and one of 20 fiduciaries.
At a glance
Experience40 years (since 1987)
How that compares ?Top 4% by experience in North Carolina
Office113 S Water Street, Elizabeth City, NC 27909
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2005 – 2023Wells Fargo Clearing Services, LLCPreviously
Contact William
Local office(252) 340-8773Ask for William. (314) 875-3000Main office · St. Louis, MO 113 S Water StreetElizabeth City, NC 27909Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/ONLINE-ACCESS/SIGNON.HTM
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Questions to ask William
Tailored to William’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About William
How do I contact William?
Call William’s local office at (252) 340-8773 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for William Whichard.
How long has William been a financial advisor?
William has been in the industry since 1987, about 40 years. Top 4% by experience in North Carolina.
What licenses does William hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask William for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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