William Hazel (CRD# 2105397) is an Investment Advisor Representative working at Cedar Wealth Management in Lakewood Ranch, FL and has over 30 years of experience in the finance industry.
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 1493667
Spire Wealth Management, LLC
CRD# 5983189
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cedar Wealth Management, LLC | Lakewood Ranch, FL | Jan 2016 - Current | 8 |
| William E. Hazel | Springboro, OH | Jan 2015 - Dec 2015 | < 1 |
| Eubel Brady & Suttman Asset Management, Inc. | Dayton, OH | Feb 1994 - Dec 2014 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1994 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1994 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- TX
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Total Assets Under Management358MILLIONS
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Total Number of Accounts212ACCOUNTS
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Average Account Value$1,687,008
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, KY, OH, TN, TX, WA
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