William LiberCRD Number: 309090
Current Firm: Stifel, Nicolaus & Company, Incorporated
William Liber (CRD# 309090) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Canton, OH and has over 25 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
Huntington Financial Advisors
Sagepoint Financial, Inc.
|Stifel, Nicolaus & Company, Incorporated||Canton, OH||Mar 2009 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1996|
|S65||NASAA Investment Advisors Law Examination||May 2009|
Total Assets Under Management148,561MILLIONS
Total Number of Accounts316,625ACCOUNTS
Average Account Value$469,203
- A percentage of assets under your management
- Fixed fees (other than subscription 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)
- Educational seminars/workshops
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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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