Investment adviser representative · Physicians Financial Services, Inc.
William H. Sigmon III
CRD 7861726 · Raleigh, NC
At a glance
William H. Sigmon III is an investment adviser representative with Physicians Financial Services, Inc. in Raleigh, NC, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on William’s SEC record dates to 2024, about 2 years ago.
Current advisory firms
- Physicians Financial Services, Inc.Since May 2024Raleigh, NC · $482M in regulatory assets
- The Wealth Group, Ltd.Since May 2024Raleigh, NC · $160M in regulatory assets
SEC adviser record
- Registered since
- 2024 (2 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
William’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.