William Greenwald (CRD# 1537372) is an Investment Advisor Representative working at Private Portfolio Of San Diego in Chula Vista, CA and has over 16 years of experience in the finance industry.
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
CRD# 2946276
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Private Portfolio, Inc. | La Jolla, CA | Jan 2016 - Current | 8 |
| Southwestern College | Chula Vista, CA | Apr 2014 - Current | 10 |
| Farmers Insurance Group | San Diego, CA | Sep 2007 - Jan 2016 | 8 |
| Brinks Home Security | Escondido, CA | Sep 2008 - Dec 2015 | 7 |
| Farmers Financial Solutions | San Diego, CA | Sep 2007 - Dec 2015 | 8 |
| Univers Workplace Solutions | Foothill Ranch, CA | Jun 2011 - Jan 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2007 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2022 |
- CA
-
Total Assets Under Management89MILLIONS
-
Total Number of Accounts91ACCOUNTS
-
Average Account Value$972,527
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, FL, TX
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