William Anthony Kopp
Investment adviser representative at Freedom Day Solutions, LLC
17 yearsExperience
1 stateRegistered in
$615.3MFirm assets
20 yearsFirm in business
Are you William Anthony Kopp? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsSubscriptionFixed 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.
- Freedom Day Solutions, LLCOct 2024 to now
- Truist Advisory Services, Inc.Feb 2021 to Oct 2024
- Truist Investment Services, Inc.Feb 2021 to Oct 2024
- Bb&t SecuritiesNov 2017 to Feb 2021
- UBS Financial Services IncFeb 2009 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 1 state (TX).
Freedom Day Solutions, LLC
$615.3MAssets managed
421Clients
5Advisers
20 yearsIn 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
- 2447288
- Firm CRD
- 138962