William Somers (CRD# 6545001) is an Investment Advisor Representative working at The Investment Connection LLC in Hackettstown, NJ and has over 8 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 4132890
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1863193
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Investment Connection | Bridgewater, NJ | Mar 2016 - Current | 8 |
| William Somers Cpa LLC | Hackettstown, NJ | Aug 2005 - Current | 18 |
| The Investment Connection | Bridgewater, NJ | Aug 2015 - Mar 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2015 |
| S65 | NASAA Investment Advisors Law Examination | May 2015 |
- NJ
- PA
-
Total Assets Under Management84MILLIONS
-
Total Number of Accounts334ACCOUNTS
-
Average Account Value$251,776
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
NJ, NY, PA
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