William Premock (CRD# 3176564) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Tampa, FL and has over 23 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Aug 2023 - Current | < 1 |
| Concurrent Investment Advisors LLC | Fort Lauderdale, FL | Aug 2023 - Current | < 1 |
| Tidwell-premock-basilone Private Wealth Management | Fort Lauderdale, FL | Nov 2017 - Current | 6 |
| Wells Fargo Advisors Financial Network, LLC | Fort Lauderdale, FL | Nov 2017 - Aug 2023 | 5 |
| Wells Fargo Advisors Financial Network, LLC | Fort Lauderdale, FL | Nov 2017 - Aug 2023 | 5 |
| Morgan Stanley | Fort Lauderdale, FL | Jan 2005 - Dec 2017 | 12 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Nov 2017 | 2 |
| Morgan Stanley | Ft. Lauderdale, FL | Jun 2009 - Nov 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2001 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- TX
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Total Assets Under Management6,257MILLIONS
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Total Number of Accounts18,097ACCOUNTS
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Average Account Value$345,746
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