William Gandert (CRD# 6285187) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Akron, OH and has over 9 years of experience in the finance industry. William Gandert has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5310387
Lpl Financial LLC
CRD# 5523862
Whitaker-myers Wealth Managers, Ltd.
CRD# 1065232
Independence Capital Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sequoia Financial Group | Akron, OH | Oct 2018 - Current | 5 |
| Victory Capital Management | Brooklyn, OH | Aug 2018 - Oct 2018 | < 1 |
| Unemployed | Cleveland, OH | Jun 2018 - Aug 2018 | < 1 |
| Symphony Financial Services, Inc. | Akron, OH | Mar 2017 - Jun 2018 | 1 |
| Lpl Financial, LLC | Akron, OH | Jan 2014 - Jun 2018 | 4 |
| Stratos Wealth Partners, Ltd | Beachwood, OH | Jan 2017 - Mar 2017 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2014 |
- OH
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Total Assets Under Management17,865MILLIONS
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Total Number of Accounts23,386ACCOUNTS
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Average Account Value$763,926
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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