William George Love
Investment adviser representative at Rtd Financial Advisors Inc
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Rtd Financial Advisors IncSep 2018 to now
- The Marshall Financial Group, Inc.May 2006 to Sep 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (PA).
Rtd Financial Advisors Inc
$2.7BAssets managed
837Clients
20Advisers
43 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
- 2785894
- Firm CRD
- 110744