William Haggard (CRD# 6060477) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Wellesley, MA and has over 11 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Robert Frieling | Wellesley, MA | Sep 2021 - Current | 2 |
| Northwestern Mutual Investment Services LLC | Wellesley, MA | Sep 2021 - Current | 2 |
| Merrill Lynch | Wellesley Hills, MA | Sep 2020 - Aug 2021 | < 1 |
| Unemployed | Na, MA | Jul 2020 - Sep 2020 | < 1 |
| Ethic A Wealth Bank | Boston, MA | Dec 2019 - Jul 2020 | < 1 |
| Citizens Bank | Somerville, MA | Feb 2019 - Dec 2019 | < 1 |
| Citizens Investment Services | Bedford, MA | Mar 2016 - Feb 2019 | 2 |
| Merrill Lynch | Lexington, MA | Apr 2012 - Mar 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2012 |
- MA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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