William M Eudy
Investment adviser representative at Focus Partners Wealth, LLC
10 yearsExperience
1 stateRegistered in
$181.9BFirm assets
14 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 feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Focus Partners Wealth, LLCMay 2026 to now
- Equitable Advisors LLCJul 2023 to Apr 2026
- UnemployedMay 2023 to Jul 2023
- Jarvis Tree ExpertsMay 2022 to Jul 2022
- Self-employedMay 2021 to Aug 2021
- Papa Johns PizzaDec 2020 to Jan 2021
- Caldwell Tree CareMay 2020 to Jun 2020
- North Greenville UniversityJun 2019 to May 2023
- Caldwell Tree CareMay 2019 to Jul 2019
- Marlow's TavernSep 2017 to May 2019
- Roswell High SchoolJun 2016 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (GA).
Focus Partners Wealth, LLC
$181.9BAssets managed
62,466Clients
1,049Advisers
14 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
- 7785243
- Firm CRD
- 159289