William Beeson (CRD# 2420454) is an Investment Advisor Representative working at Pnc Investments in Centerville, OH and has over 17 years of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pnc Investments | Dayton, OH | Jul 2012 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2006 |
- OH
-
Total Assets Under Management23,896MILLIONS
-
Total Number of Accounts152,189ACCOUNTS
-
Average Account Value$157,014
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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