William Robert Joiner
Investment adviser representative at Legacy Financial Advisors
17 yearsExperience
1 stateRegistered in
$139.2MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Legacy Financial Advisors LLCNov 2015 to now
- First Allied Advisory Services, Inc.Jul 2012 to now
- First Allied Securities, Inc.Jan 2009 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (GA).
Legacy Financial Advisors
Legal name: Legacy Financial Advisors Ii, LLC
$139.2MAssets managed
216Clients
3Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2232377
- Firm CRD
- 309156