William Nordt (CRD# 7381083) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Charlottsville, VA and has over 2 years of experience in the finance industry.
CRD# 3167598
Edward Jones
CRD# 4687224
State Farm Investment Management Corp.
CRD# 6986573
Clio Asset Management LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Cetera Advisor Networks LLC | Midlothian, VA | Aug 2023 - Current | < 1 |
Cetera Investment Advisers LLC | Schaumburg, IL | Aug 2023 - Current | < 1 |
Virginia Asset Management | Midlothian, VA | Jun 2021 - Current | 2 |
Securian Financial Services Inc. | Saint Paul, MN | Jun 2021 - Aug 2023 | 2 |
Minnesota Life Insurance Company | Saint Paul, MN | Jun 2021 - Aug 2023 | 2 |
University Of Virginia | Charlottesville, VA | Aug 2017 - May 2021 | 3 |
Hantzmon Wiebel LLP | Charlottesville, VA | Feb 2021 - Apr 2021 | < 1 |
University Of Virginia | Charlottesville, VA | Jan 2020 - Oct 2020 | < 1 |
Cbs Rentals | Charlottesville, VA | May 2020 - Jun 2020 | < 1 |
Massmutual Commonwealth | Virginia Beach, VA | May 2019 - Sep 2019 | < 1 |
Cbs Rentals | Charlottesville, VA | May 2018 - Jun 2018 | < 1 |
Monticello High School | Charlottesville, VA | Aug 2013 - Aug 2017 | 4 |
Bloop Frozen Yogurt | Charlottesville, VA | Nov 2015 - Feb 2017 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2021 |
- VA
-
Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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