William Colvin (CRD# 7463509) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Albertville, AL and has over 2 years of experience in the finance industry.
CRD# 1938689
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6386557
Lpl Financial LLC
CRD# 4666854
Lincoln Financial Securities Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Albertville, AL | Nov 2021 - Current | 2 |
| Steven Knowles | Albertville, AL | Aug 2021 - Nov 2021 | < 1 |
| Unemployed | Albertville, AL | Aug 2021 - Aug 2021 | < 1 |
| Leavitt Group | Albertville, AL | May 2019 - Aug 2021 | 2 |
| University Of Alabama | Tuscaloosa, AL | Aug 2017 - May 2019 | 1 |
| Harris Fowler Insurance, Inc. | Albertville, AL | May 2017 - Aug 2017 | < 1 |
| University Of Alabama | Tuscaloosa, AL | Aug 2016 - May 2017 | < 1 |
| Unemployed | Albertville, AL | May 2016 - Aug 2016 | < 1 |
| Snead State Community College | Boaz, AL | Aug 2014 - May 2016 | 1 |
| Foodland Grocery In Albertville | Albertville, AL | Apr 2012 - Aug 2014 | 2 |
| Albertville High School | Albertville, AL | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2022 |
- AL
-
Total Assets Under Management479,794MILLIONS
-
Total Number of Accounts2,284,921ACCOUNTS
-
Average Account Value$209,983
- 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
- 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
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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