William RoeserCRD Number: 3086122
Current Firm: 1st Global Advisors Inc.
William Roeser (CRD# 3086122) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Fresno, CA and has over 10 years of experience in the finance industry.
Diversified Wealth Management Solutions, LLC
Scf Investment Advisors, Inc.
Cetera Investment Advisers LLC
|1st Global Advisors, Inc.||Fresno, CA||Oct 2007 - Current||9|
|1st Global Capital Corp||Fresno, CA||Nov 2006 - Current||10|
|Roeser Accountancy Corporation||Fresno, CA||Oct 1991 - Current||25|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2007|
Total Assets Under Management7,093MILLIONS
Total Number of Accounts21,134ACCOUNTS
Average Account Value$335,619
- 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)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV