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William Wyker

Advisor at PNC Wealth Management

Updated today

Location

Athens, AL 35611

Credentials

Series 66

Industry experience

6 years

About

William Wyker is a financial advisor with PNC Wealth Management, holding a Series 66 credential and six years of industry experience. He previously worked at Raymond James & Associates, INC and The Agency on Pine. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessment and discretionary model accounts with investments in mutual funds and ETFs. The firm employs third-party strategists and delegates portfolio implementation and proxy voting to external providers.

Client services

Based on PNC Wealth Management

Portfolio management Selection of other advisers

Expertise

Based on PNC Wealth Management

Passive / index investing Active portfolio management Wealth management

Occupation focus

Based on PNC Wealth Management

Executive

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Fee options

Percentage

0.85% annually

Other

Account minimum: $5,000

Location

1044 Highway 72 E

Athens, AL 35611

Most active in

Alabama

Work history

PNC Investments LLC

2022 - Present (4 years)

Raymond James & Associates, INC

2019 - 2022 (3 years)

The Agency on Pine

2016 - 2019 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Paul Lamont is the sole advisor at Lamont Trading Advisors, Inc., an independent firm based in Huntsville, Alabama. He holds a Series 65 designation and has 19 years of industry experience. Prior to founding his firm, he spent eight years with Eureka Cattle Company, Inc. Lamont Trading Advisors, Inc. provides discretionary portfolio management and private financial consultation to individuals, corporations, trusts, and pension plans. The firm offers preservation-oriented accounts focused on short-term U.S. Treasury bills and actively managed Bear Market Strategies accounts using complex instruments, employing charting, cyclical, fundamental, and technical analysis to guide investment decisions.

Active portfolio management
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CFP®, ChFC®, Series 63, Series 65

Toney, AL

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General retirement planning College savings (529s, UTMA, etc.) Wealth management
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Stephen M

CFP®, Series 63, Series 66

Harvest, AL

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Entity structure planning (LLC, S-Corp) Founder/Business Owner Doctor or Medical Professional
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Taylor W

Series 66

Harvest, AL

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Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Nathan H

Series 65

Huntsville, AL

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Nathan Hand is a financial advisor with Avantax Planning Partners, Inc. based in Huntsville, Alabama. He holds a Series 65 designation and has seven years of industry experience. Nathan is also a partner and accountant at Anglin Reichmann Armstrong, P.C., a regional CPA firm, where he has worked since 2005. Additionally, he is the sole owner of Deep South Miners, LLC, a cryptocurrency mining business. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and advisor representatives. The firm employs model-based style allocation strategies overseen by an Investment Advisory Committee and offers discretionary portfolio management, retirement plan services, and tax-intelligent overlays.

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Michael J

Series 63, Series 66

Madison, AL

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Michael Jones is a financial advisor at Verus Capital Partners, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including LifeCourse Capital, Inc. and Next Financial Group Inc. Outside of his advisory role, he is also a notary public in Madison, Alabama. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combined fundamental and technical analysis approach with strategic asset allocation and offers customized portfolios aligned with clients’ objectives and risk tolerance.

Income planning Retirement withdrawal strategies Active portfolio management Founder/Business Owner Executive
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