William BaberCRD Number: 5048573
Current Firm: Personal Capital Advisors Corporation
William Baber (CRD# 5048573) is an Investment Advisor Representative working at Personal Capital Advisors Corporation in Denver, CO and has over 15 years of experience in the finance industry.
Meridian Wealth Management LLC
Schaefer Financial Management, Inc.
|Personal Capital Advisors Corporation||San Francisco, CA||Aug 2011 - Current||10|
|Westamerica Bank||San Rafael, CA||Mar 2011 - Current||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2006|
|S66||NASAA Uniform Combined State Law Examination||May 2006|
Total Assets Under Management16,151MILLIONS
Total Number of Accounts69,953ACCOUNTS
Average Account Value$230,877
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, VT, WA, WI, WV, WY
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