William GoepperCRD Number: 1057837
Current Firm: Goepper Burkhardt LLC
William Goepper (CRD# 1057837) is an Investment Advisor Representative working at Goepper Burkhardt LLC in Greenville, SC and has over 35 years of experience in the finance industry. William Goepper has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Erisa Plan Services Inc.
Eagle Strategies LLC
Securities America Advisors, Inc.
|Goepper/burkhardt||Greenville, SC||Jan 2003 - Current||14|
|S.c. Telco Federal Credit Union||Greenville, SC||Jun 1992 - Current||25|
|The Financial Group||Greenville, SC||Sep 1985 - Current||31|
|Mcbee Insurance Corp.||Greenville, SC||Aug 1981 - Current||35|
|Goepper Financial Advisors Inc.||Greenville, SC||Mar 1978 - Current||39|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1981|
Total Assets Under Management140MILLIONS
Total Number of Accounts358ACCOUNTS
Average Account Value$391,743
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)