William Miles has been an investment adviser representative at WebsterRogers Financial Advisors since October 2024, and is not listed among the firm’s executive officers or direct owners.
Websterrogers Financial Advisors, LLC is a Florence, SC firm with $461M under management, 328 clients and 7 advisers across 4 offices, as of its March 2026 filing.
- – present · 2 yearsColumbia, SC · Adviser representative · Firm CRD 121006
Investment adviser representative registrations
William Miles is registered as an investment adviser representative in South Carolina, since October 2024.
- South CarolinaSince 14 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 October 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- William Glass Miles
- CRD
- 7986558
- Firm
- WebsterRogers Financial Advisors · CRD 121006
- Office
- Columbia, SC
- Registration
- Investment adviser registration
- In the industry since
- October 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does William Miles work?
William Miles is an investment adviser representative registered through Websterrogers Financial Advisors, LLC since October 2024, and is not listed among the firm’s executive officers or direct owners.
Is William Miles a financial advisor?
Yes. William Miles has a current investment-adviser registration in South Carolina, through WebsterRogers Financial Advisors since October 2024.
How many years of experience does William Miles have?
William Miles has 2 years in the financial industry, since October 2024, across 1 adviser firm.
What exams has William Miles passed?
William Miles passed the Series 65 in October 2024.
Where is William Miles based?
William Miles’ registered office is in Columbia, SC.
Is William Miles registered with FINRA?
No. William Miles has no current broker registration.
How can I verify William Miles’ record?
Search CRD 7986558 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Miles’ full registration record.
