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William Glen Hedrick

Investment adviser representative at Old North State Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
$452.6MFirm 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 assetsHourlyFixed or flat feeCommissionsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

12 years in the industry.

  1. Old North State Wealth Management, LLCMay 2020 to now
  2. Tech Mahindra AmericasJan 2018 to Apr 2024
  3. Logic TechnologyJul 2014 to Jan 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2020

State registrations

Registered as an investment adviser representative in 1 state (NC).

Old North State Wealth Management, LLC

$452.6MAssets managed
484Clients
6Advisers
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
7255435
Firm CRD
148659
Advisor's SEC record (opens in a new tab)
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