William Christian Bayles
Investment adviser representative at Advice and Planning Services
10 yearsExperience
2 statesRegistered in
$37.9BFirm assets
22 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCOct 2023 to now
- TIAAOct 2023 to now
- Fidelity Personal and Workplace AdvisorsSep 2021 to Oct 2023
- Fidelity Brokerage Services LLCJul 2021 to Oct 2023
- Fidelity Investments LLCJul 2021 to Oct 2023
- UBS Financial Services Inc.Mar 2020 to Jul 2021
- Intercarolina Financial Services, Inc.Apr 2019 to Oct 2020
- MpayMar 2019 to Mar 2020
- Wells Fargo Clearing ServicesJul 2018 to Mar 2019
- Guardian Life Insurance CompanyOct 2017 to Jun 2018
- Park Avenue Securities, LLCOct 2017 to Jun 2018
- Robert Half InternationalJun 2017 to Sep 2017
- Team Charlotte SwimmingJul 2016 to Jun 2018
- PeopleaseJun 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Advice and Planning Services
Legal name: TIAA-CREF Individual & Institutional Services, LLC
$37.9BAssets managed
72,503Clients
1,707Advisers
22 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
- 6579706
- Firm CRD
- 20472