William Philpott (CRD# 7397087) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Framingham, MA and has over 2 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Framingham, MA | Jun 2021 - Current | 2 |
| Umass Amherst Full Time Student | Amherst, MA | Aug 2020 - May 2021 | < 1 |
| Umass Amherst Full Time Student | Amherst, MA | Sep 2018 - May 2020 | 1 |
| Providence College | Providence, RI | Jun 2018 - Aug 2018 | < 1 |
| Tabor Academy | Marion, MA | Jun 2018 - Aug 2018 | < 1 |
| Umass Amherst Full Time Student | Amherst, MA | Sep 2017 - May 2018 | < 1 |
| Cape Cod Lacrosse | Plymouth, MA | Jun 2017 - Aug 2017 | < 1 |
| Umass Amherst Full Time Student | Amherst, MA | Sep 2016 - Jun 2017 | < 1 |
| Buzzards | Marion, MA | Jun 2016 - Aug 2016 | < 1 |
| Umass Amherst Full Time Student | Amherst, MA | Sep 2015 - May 2016 | < 1 |
| Buzzards Lacrosse | Marion, MA | Jul 2015 - Aug 2015 | < 1 |
| Tabor Academy Full Time Student | Marion, MA | Sep 2014 - Jun 2015 | < 1 |
| Stop And Shop | Sandwich, MA | Jun 2014 - Aug 2014 | < 1 |
| Full Time Student (sandwich Public Schools / Cardigan Mountain) | Sandwich, MA | Jun 2011 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2021 |
- MA
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
-
Average Account Value$411,230
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.