William EmbreeCRD Number: 1623427
Current Firm: Embree Financial Group
William Embree (CRD# 1623427) is an Investment Advisor Representative working at Embree Financial Group in Chicago, IL and has over 24 years of experience in the finance industry.
Upper Left Wealth Management, LLC
Sequoia Wealth Management, LLC
Securities America Advisors, Inc.
|Citigroup Global Markets Inc.||Harrison, NY||Dec 1998 - Current||23|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1997|
|S65||NASAA Investment Advisors Law Examination||Jan 2018|
Total Assets Under Management1,489MILLIONS
Total Number of Accounts538ACCOUNTS
Average Account Value$2,767,278
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based 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)
- Publication of periodicals or newsletters
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