William Rainwater
Investment adviser representative at United Brokerage Services Inc
12 yearsExperience
5 statesRegistered in
CFP® certificationDesignation
$372.3MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- United Brokerage Services, Inc.Mar 2026 to now
- Truist Advsiory Services, IncOct 2024 to Feb 2026
- Truist Investment Services, IncOct 2024 to Feb 2026
- The Vanguard Group, Inc.Jun 2014 to Oct 2024
- Total Wine and MoreMar 2014 to Apr 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 5 states (FL, NC, NJ, SC, WV).
United Brokerage Services Inc
Legal name: United Brokerage Services, Inc
$372.3MAssets managed
1,390Clients
57Advisers
11 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
- 6349212
- Firm CRD
- 39062