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 18 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
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