William Rowe (CRD# 4441660) is an Investment Advisor Representative working at Founders Financial Securities, LLC in Dayton, OH and has over 2 years of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2930449
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Covenant Planning And Wealth Management | Waynesville, OH | Apr 2019 - Current | 5 |
| Founders Financial Securities, LLC | Towson, MD | May 2018 - Current | 6 |
| The Cornerstone Group | Centerville, OH | Jan 2018 - Mar 2019 | 1 |
| Horter Investment Management | Cincinnati, OH | Jan 2018 - May 2018 | < 1 |
| Rowe Financial | Centerville, OH | Jul 2011 - May 2018 | 6 |
| Regis Asset Management, LLC | Westerville, OH | Aug 2012 - Jan 2018 | 5 |
| Capital City Securities, LLC | Columbus, OH | Nov 2013 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2022 |
- OH
- TX
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Total Assets Under Management2,909MILLIONS
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Total Number of Accounts18,269ACCOUNTS
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Average Account Value$159,230
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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