William Chamberlin, financial advisor Clayton MO
93 score

William Chamberlin

CRD Number: 1459440
Current Firm: Securities America Advisors, Inc.

William Chamberlin (CRD# 1459440) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Clayton, MO and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America, Inc. St. Louis, MO Feb 2004 - Current 12
Securities America Advisors, Inc. St. Louis, MO Feb 2004 - Current 12
William Chamberlin St. Louis, MO Feb 2004 - Current 12
Sx3 Agency Maryland Heights, MO Dec 2003 - Jun 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1986
S65 NASAA Investment Advisors Law Examination Mar 1996
Contact Info for William G. Chamberlin
Phone Number: 402-399-9111
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    13,433
    MILLIONS
  • Total Number of Accounts
    92,356
    ACCOUNTS
  • Average Account Value
    $145,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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