William Carlson (CRD# 6853082) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Fort Myers, FL and has over 6 years of experience in the finance industry.
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
CRD# 1002352
Hightower Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
The Miliare Group | Corona, CA | Jan 2024 - Current | < 1 |
Legacyshield Solutions Inc. | Jacksonville, FL | Apr 2021 - Current | 3 |
Advocate Financial LLC | Fort Wayne, IN | Feb 2021 - Current | 3 |
Net Law Group Inc. | Louisville, KY | Nov 2020 - Current | 3 |
Transamerica Financial Advisors, Inc. | Fort Myers, FL | Aug 2017 - Current | 6 |
Wfgia | Fort Myers, FL | Jun 2015 - Current | 8 |
Benefit Scientific Inc. | Naples, FL | Feb 2013 - Current | 11 |
Luna Classic Records Inc. | Naples, FL | Oct 2013 - Aug 2017 | 3 |
The Naples Music Club Inc. | Naples, FL | Apr 2013 - Aug 2017 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2017 |
- FL
- NC
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Total Assets Under Management1,619MILLIONS
-
Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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