William Brown  Sloan,  CFP<sup>&reg;</sup> - Financial Advisor

William Brown Sloan, CFP®

Sound Financial Management

8362 Six Forks Rd, Ste 202
Raleigh, NC 27615
(919) 845-6600

General

William Brown Sloan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Sound Financial Management in Raleigh, NC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Investment Management, Insurance, Retirement, Stocks & Bonds

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