William David Richardson
Investment adviser representative at Avior Wealth Management, LLC
17 yearsExperience
2 statesRegistered in
$6.5BFirm assets
17 yearsFirm 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 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
17 years in the industry.
- Avior Wealth Management, LLCFeb 2026 to now
- Sound Income Strategies LLCMar 2023 to Feb 2026
- Oakwood Capital AdvisorsJun 2019 to Mar 2023
- C2p Enterprises, LLCMar 2018 to Apr 2020
- Prosperity Capital AdvisorsFeb 2018 to Apr 2020
- Allianz Life Financial ServicesOct 2009 to Feb 2018
- Allianz Life Insurance CompanyOct 2009 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2007
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Avior Wealth Management, LLC
$6.5BAssets managed
4,894Clients
68Advisers
17 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
- 5151639
- Firm CRD
- 148674