William Riquier
CRD Number: 5886432Current Firm: United Planners' Financial Services Of America A Limited Partner
William Riquier (CRD# 5886432) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Danvers, MA and has over 12 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Retirement Financial Center | Danvers, MA | Apr 2018 - Current | 6 |
| United Planners' Financial Services | Scottsdale, AZ | Oct 2011 - Current | 12 |
| William E. Riquier | Danvers, MA | Aug 2011 - Current | 12 |
| The Retirement Financial Center | Danvers, MA | Jan 2011 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2012 |
- MA
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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