William Aquila (CRD# 5547406) is an Investment Advisor Representative working at Waypoint Financial, LLC in Dublin, PA and has over 15 years of experience in the finance industry. William Aquila 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.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Waypoint Financial, LLC | 121 Applewood Lane, PA | Apr 2016 - Current | 8 |
| Rockwood Wealth Management | New Hope, PA | Aug 2010 - Mar 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2008 |
- CT
- NJ
- PA
-
Total Assets Under Management25MILLIONS
-
Total Number of Accounts153ACCOUNTS
-
Average Account Value$162,619
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
CT, NJ, PA
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