William Guthrie, financial advisor Bradenton FL
88 score

William Guthrie

CRD Number: 6346818
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

William Guthrie (CRD# 6346818) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bradenton, FL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville, FL Jun 2014 - Current 2
Bank Of America Corporation Jacksonville, FL Aug 2012 - Jun 2014 1
Accounting Principals Jacksonville, FL Aug 2011 - Aug 2012 1
Unemployed Jacksonville, FL Jun 2011 - Aug 2011 < 1
Publix Super Markets Jacksonville, FL May 2006 - Jun 2011 5
First Baptist Church Of Jacksonville Jacksonville, FL Aug 2008 - May 2010 1
Terry Parker High School Jacksonville, FL Aug 2008 - Jun 2009 < 1
Douglas Anderson School Of The Arts Jacksonville, FL Aug 2006 - Jun 2008 1
Lavilla School Of The Arts Jacksonville, FL Jun 2004 - Aug 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for William C. Guthrie
Phone Number: 800-637-7455
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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