William Eden, financial advisor Fort Smith AR
93 score

William Eden

CRD Number: 1041630
Current Firm: Ae Wealth Management, LLC

William Eden (CRD# 1041630) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Fort Smith, AR and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Ae Wealth Management LLC Topeka, KS Aug 2016 - Current 1
Eden Financial Group, Inc. Fort Smith, AR Sep 1983 - Current 34
Brookstone Capital Management Wheaton, IL Apr 2014 - Aug 2016 2
Global Financial Private Capital Sarasota, FL May 2010 - Apr 2014 3
Ridgeway Conger Advisory Services New Woodstock, NY Jul 2008 - May 2010 1
Ridgeway & Conger Inc. New Woodstock, NY Jul 2008 - May 2010 1
First Independent Financial Services Tulsa, OK Mar 2008 - Jul 2008 < 1
Horter Investment Management, LLC Cincinnati, OH May 2007 - Mar 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2001
S65 NASAA Investment Advisors Law Examination Jun 2006
Contact Info for William S. Eden
Phone Number: 866-363-9595
Registered State(s):
  • AR
By the Numbers
  • Total Assets Under Management
    2,003
    MILLIONS
  • Total Number of Accounts
    10,040
    ACCOUNTS
  • Average Account Value
    $199,500
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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