William Forster (CRD# 7692469) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Smithfield, NC and has 1 year of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Thrivent Financial | Appleton, WI | Jan 2024 - Current | < 1 |
Thrivent Investment Management Inc. | Smithfield, NC | Feb 2023 - Current | 1 |
Thrivent Financial | Appleton, WI | May 2023 - Jan 2024 | < 1 |
Unemployed | N/a, NC | Dec 2022 - May 2023 | < 1 |
Rocket Mortgage | Detroit, MI | Apr 2022 - Dec 2022 | < 1 |
Unemployed | N/a, NC | Mar 2022 - Apr 2022 | < 1 |
Caliber Home Loans | Coppell, TX | Oct 2020 - Mar 2022 | 1 |
Newrez, LLC | Fort Washington, PA | Oct 2020 - Dec 2021 | 1 |
State Employees Credit Union | Raleigh, NC | Apr 2019 - Oct 2020 | 1 |
Ditch Witch Of North Carolina | Garner, NC | Apr 2016 - Apr 2019 | 3 |
North Carolina Department Of Administration | Raleigh, NC | Mar 2013 - Apr 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2023 |
- NC
-
Total Assets Under Management14,814MILLIONS
-
Total Number of Accounts42,439ACCOUNTS
-
Average Account Value$349,060
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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