William Stewart, financial advisor Folsom LA

William Stewart

CRD Number: 2231632
Current Firm: Wms Group LLC

William Stewart (CRD# 2231632) is an Investment Advisor Representative working at Wms Group LLC in Folsom, LA and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Wms Group LLC Convington, LA May 2012 - Current 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2001
Contact Info for William M. Stewart
Phone Number: 985-809-0530
Registered State(s):
  • LA
Current Firm Details
Wms Group LLC
Firm's CRD Number: 164327
By the Numbers
  • Total Assets Under Management
    89
    MILLIONS
  • Total Number of Accounts
    296
    ACCOUNTS
  • Average Account Value
    $299,840
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

LA, TX

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