William Gerald Caldwell
Investment adviser representative at Guidestone Advisors
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2BFirm 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
Experience
12 years in the industry.
- Guidestone AdvisorsJun 2023 to now
- Guidestone Financial ResourcesJan 2021 to now
- Whole FoodsNov 2018 to Dec 2020
- Patton HouseMay 2018 to Mar 2020
- Breaking Free MinistriesDec 2016 to May 2018
- King SoopersDec 2014 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
Guidestone Advisors
Legal name: Guidestone Advisors, LLC
$2BAssets managed
2,089Clients
25Advisers
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
- 7520302
- Firm CRD
- 149624