William Glass Miles
Investment adviser representative at Websterrogers Financial Advisors, LLC
11 yearsExperience
1 stateRegistered in
$460.5MFirm assets
24 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Websterrogers Financial Advisors, LLCAug 2024 to now
- Smith Drug CompanyJun 2023 to Aug 2024
- Pga TourJan 2022 to Apr 2023
- Self-employedJun 2019 to Dec 2022
- University of South CarolinaAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (SC).
Websterrogers Financial Advisors, LLC
$460.5MAssets managed
328Clients
7Advisers
24 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
- 7986558
- Firm CRD
- 121006