William Root (CRD# 3133207) is an Investment Advisor Representative working at Keeler & Nadler Family Wealth in Dublin, OH and has over 25 years of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Keeler & Nadler Financial Planning And Wealth Management, LLC | Dublin, OH | Sep 2014 - Current | 9 |
| Resch & Root, Attys @ Law | Dublin, OH | Oct 2004 - Current | 19 |
| Purshe Kaplan Sterling Investments, Inc. | Albany, NY | Nov 2014 - Dec 2015 | 1 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Oct 2009 - Nov 2014 | 5 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Jun 2003 - Nov 2014 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 1999 |
- OH
-
Total Assets Under Management409MILLIONS
-
Total Number of Accounts1,446ACCOUNTS
-
Average Account Value$282,830
- 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
- Pension consulting services
CA, FL, GA, IL, IN, KY, LA, MA, NE, OH, PA, TX
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