Supreme Alliance
47yrs
Top advisor by experience in Charlotte
26yrs
Based in Charlotte, North Carolina, William Beard is a fiduciary financial advisor with 26 years of industry experience. William has been with Wells Fargo Advisors since 2014; before that, William spent 13 years at Merrill. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 4491 advisors with offices in Charlotte, and one of 4159 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 17% by experience in Charlotte
Office550 S Tryon St 44th & 45th FLS, Charlotte, NC 28202
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?2 states
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.
Series 66Uniform Combined State Law Examination
Career
- 2014 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2002 – 2014MerrillPreviously
Contact William
(314) 875-3000Firm headquarters in St. Louis, MO. Ask for William. 550 S Tryon St 44th & 45th FLSCharlotte, NC 28202Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.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 Wells Fargo Advisors at (314) 875-3000 and ask for William Beard. William works from the Charlotte, NC office.
How long has William been a financial advisor?
William has been in the industry since 2000, about 26 years. Top 17% by experience in Charlotte.
What licenses does William hold?
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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