William LeubyCRD Number: 1180900
Current Firm: Hamilton Capital Management Inc.
William Leuby (CRD# 1180900) is an Investment Advisor Representative working at Hamilton Capital Management Inc. in Columbus, OH and has over 33 years of experience in the finance industry. William Leuby has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Rebel Financial, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Pds Planning Inc.
|Hamilton Capital Management, Inc.||Columbus, OH||Mar 1997 - Current||20|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1984|
Total Assets Under Management1,545MILLIONS
Total Number of Accounts4,605ACCOUNTS
Average Account Value$335,545
- 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
- Selection of other advisers (including private fund managers)
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