William Demarco (CRD# 6232527) is an Investment Advisor Representative working at Amfg Wealth Management LLC in Westlake, OH and has over 3 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
Company Name | Location | Dates | Years |
---|---|---|---|
Amfg Wealth Management LLC | Westlake, OH | Jan 2023 - Current | 1 |
Org Partners, LLC | Brunswick, OH | Jul 2021 - Jan 2023 | 1 |
Wealthshield Partners, LLC | Cary, NC | Jun 2020 - Jul 2021 | 1 |
Regal Investment Advisors | Kentwood, MI | Mar 2018 - Jun 2020 | 2 |
Regulus, LLC | Kentwood, MI | Mar 2018 - Jun 2020 | 2 |
Oneamerica Securities | Westlake, OH | May 2017 - Jan 2018 | < 1 |
American United Life | Westlake, OH | Apr 2017 - Jan 2018 | < 1 |
Principal Life Insurance Company | Columbia Station, OH | Dec 2016 - Apr 2017 | < 1 |
Principal Securities Inc. | Columbia Station, OH | Dec 2016 - Apr 2017 | < 1 |
Mml Investors Services | Cleveland, OH | Jul 2014 - Dec 2016 | 2 |
Mass Mutual Life Insurance Company | Cleveland, OH | Jul 2013 - Dec 2016 | 3 |
Remembered Expressions | Columbia Station, OH | Jun 2009 - Dec 2016 | 7 |
Axa Advisors, LLC | New York, NY | Sep 2013 - Jun 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2021 |
- OH
-
Total Assets Under Management38MILLIONS
-
Total Number of Accounts518ACCOUNTS
-
Average Account Value$73,617
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
OH, SC
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