William Durkin (CRD# 7035526) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Chapel Hill, NC and has over 5 years of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Chapel Hill, NC | Jun 2021 - Current | 2 |
| Charles Schwab Bank, Ssb | Chapel Hill, NC | Jun 2021 - Current | 2 |
| Bank Of America, N.a. | Cary, NC | Nov 2018 - Jun 2021 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cary, NC | Oct 2018 - Jun 2021 | 2 |
| Unemployed | Bethesda, MD | May 2018 - Oct 2018 | < 1 |
| Cornell University | Ithaca, NY | Aug 2013 - May 2018 | 4 |
| Peapack Gladstone Bank | Bedminster, NJ | Jun 2017 - Aug 2017 | < 1 |
| Peapack Gladstone Bank | Bedminster, NJ | Jun 2016 - Aug 2016 | < 1 |
| Shawnee Inn And Golf Resort | Shawnee On Delaware, PA | Jun 2015 - Aug 2015 | < 1 |
| Great Bear Golf Club | East Stroudsburg, PA | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2019 |
- NC
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
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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