William ImigCRD Number: 1307512
Current Firm: Wells Fargo Advisors, LLC
William Imig (CRD# 1307512) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Charlotte, NC and has over 19 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Wells Fargo Advisors, LLC||Saint Louis, MO||Aug 2014 - Current||2|
|Carson Wealth||Omaha, NE||Mar 2014 - Jul 2014||< 1|
|Pj Robb Variable Corp||Beatrice, NE||Jan 2012 - Mar 2014||2|
|Time Financial, A Crump Company||Beatrice, NE||Dec 2011 - Mar 2014||2|
|The Leaders Group Inc.||Littleton, CO||Jun 2011 - Dec 2011||< 1|
|Aim Systems Inc.||Alpharetta, GA||Jun 2011 - Dec 2011||< 1|
|Time Financial||Beatrice, NV||Jul 2010 - Jun 2011||< 1|
|Pj Robb Variable Corp.||Charlotte, NC||Jul 2010 - Jun 2011||< 1|
|Morgan Stanley Smith Barney||Lincoln, NE||Jun 2009 - Jul 2010||1|
|Citigroup Global Markets Inc.||Lincoln, NE||Jan 2007 - Jul 2010||3|
|Bankers Life Nebraska||Manhattan, KS||Jul 1982 - Oct 2007||25|
|Ing Financial Partners||Des Moines, IA||Nov 2005 - Dec 2006||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1997|
|S66||NASAA Uniform Combined State Law Examination||Apr 2006|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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)
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
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.