William Kemp (CRD# 7858005) is an Investment Advisor Representative working at Integrated Planning LLC in Aiken, SC and has 1 year of experience in the finance industry.
CRD# 2693083
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4316881
Stifel, Nicolaus & Company, Incorporated
CRD# 5101699
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Integrated Planning LLC | Aiken, SC | Jan 2024 - Current | < 1 |
| The Smith Group | Aiken, SC | Dec 2019 - Current | 4 |
| Tedford Cpa | Augusta, GA | Feb 2019 - Oct 2019 | < 1 |
| Weichert Realtors - Pendarvis Company | Edgefield, SC | May 2018 - Jan 2019 | < 1 |
| Liberty Tax Service | Augusta, GA | Jan 2010 - Apr 2018 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2023 |
- SC
-
Total Assets Under Management53MILLIONS
-
Total Number of Accounts208ACCOUNTS
-
Average Account Value$252,844
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
SC
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