William Mc CanceCRD Number: 4682408
Current Firm: Ameriprise Financial Services, LLC
William Mc Cance (CRD# 4682408) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Chandler, AZ and has over 19 years of experience in the finance industry.
Aegis Wealth Partners, LLC
Dynamic Wealth Partners, LLC
|Ameriprise Financial Services, Inc.||Tempe, AZ||Jul 2003 - Current||19|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2003|
Total Assets Under Management414,380MILLIONS
Total Number of Accounts1,953,584ACCOUNTS
Average Account Value$212,113
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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