William Scarfone (CRD# 4593344) is an Investment Advisor Representative working at Independent Financial Partners in Grosse Pointe Farms, MI and has over 8 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4713729
Bernard Wealth Management Corp.
CRD# 4216990
Strategic Blueprint, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ifp Securities, LLC | St. Claire Shores, MI | May 2019 - Current | 5 |
| Independent Financial Partners | St. Clair Shores, MI | Mar 2018 - Current | 6 |
| Unemployed | Grosse Pointe, MI | Dec 2017 - Mar 2018 | < 1 |
| Tiaa | Southfield, MI | Nov 2015 - Dec 2017 | 2 |
| Tiaa-cref Individual & Institutional Services, LLC | Southfield, MI | Nov 2015 - Dec 2017 | 2 |
| Pruco Securities, LLC | Troy, MI | Oct 2015 - Nov 2015 | < 1 |
| The Prudential Insurance Company Of America | Troy, MI | Oct 2015 - Nov 2015 | < 1 |
| Unemployed | Grosse Pointe, MI | Dec 2014 - Sep 2015 | < 1 |
| Munder Capital | Birmingham, MI | Jan 2013 - Nov 2014 | 1 |
| Funds Distributor, LLC | Portland, ME | Jan 2013 - Oct 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2016 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MI
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Total Assets Under Management9,761MILLIONS
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Total Number of Accounts37,391ACCOUNTS
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Average Account Value$261,062
- A percentage of assets under your management
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