William Gould, financial advisor Green Bay WI
93 score

William Gould

CRD Number: 1105337
Current Firm: Commonwealth Financial Network

William Gould (CRD# 1105337) is an Investment Advisor Representative working at Commonwealth Financial Network in Green Bay, WI and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Apr 2013 - Current 3
Morgan Stanley Smith Barney Greenbay, WI Jun 2009 - Apr 2013 3
Morgan Stanley & Company Incorporated Green Bay, WI Oct 2007 - Apr 2013 5
B. C. Ziegler And Company Green Bay, WI Oct 1991 - Oct 2007 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1988
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for William F. Gould
Phone Number: 781-736-0700
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    52,073
    MILLIONS
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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

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