William Imig, financial advisor Charlotte NC
93 score

William Imig

CRD 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.

Similar Advisors
Tony Montanari, financial advisor Charlotte NC
Tony Montanari
CRD# 3089483
Prospera Financial Services, Inc.
Score
104
Similar Advisors
Robert Higgins, financial advisor Charlotte NC
Robert D. Higgins
CRD# 2500734
Dalton Financial LLC
Score
103
Similar Advisors
Luther Lockwood II, financial advisor Charlotte NC
Luther A. Lockwood II
CRD# 2082331
M Holdings Securities, Inc.
Score
103
Company Name Location Dates Years
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
Contact Info for William D. Imig
Phone Number: 314-875-3000
Registered State(s):
  • MO
  • NE
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from William Imig and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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.