William Anderson, financial advisor Charlotte NC

William Anderson

CRD Number: 6823873
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

William Anderson (CRD# 6823873) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlotte, NC and has over 3 years of experience in the finance industry.

Similar Advisors
Gianni Abballe, financial advisor Charlotte NC
Gianni T. Abballe
CRD# 5753288
Ubs Financial Services Inc.
Similar Advisors
Gregory Abbracciamento, financial advisor Charlotte NC
Gregory J. Abbracciamento
CRD# 5343110
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Steven Abels, financial advisor Charlotte NC
Steven P. Abels
CRD# 4205168
The Financial Legacy Group
Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington, NJ Jul 2017 - Current 3
Bank Of America, N.a. Pennington, NJ Jun 2017 - Current 4
Gettysburg College Gettysburg, PA Aug 2014 - May 2017 2
Gettysburg College Gettysburg, PA Aug 2013 - May 2017 3
Prudential Financial Madison, NJ Jun 2016 - Aug 2016 < 1
Panther Valley Golf And Country Club Allamuchy, NJ May 2014 - Aug 2016 2
Hackettstown Business Improvement District Hackettstown, NJ Jun 2015 - Aug 2015 < 1
West Morris Cenral Chester, NJ Sep 2009 - Jun 2013 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2017
Contact Info for William Anderson
Phone Number: 800-637-7455
Registered State(s):
  • NJ
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    1,084,544
    MILLIONS
  • Total Number of Accounts
    2,605,171
    ACCOUNTS
  • Average Account Value
    $416,304
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.