William Roth (CRD# 4315166) is an Investment Advisor Representative working at Clearview Portfolio Consulting LLC in Chalfont, PA and has over 18 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Clearview Portfolio Consulting, LLC | Chalfont, PA | Jun 2019 - Current | 4 |
| Bernardo Wealth Planning LLC | Harleysville, PA | Sep 2017 - Apr 2019 | 1 |
| Purshe Kaplan Sterling Investments | Albany, NY | Nov 2014 - Apr 2019 | 4 |
| Platinum Wealth Partners, Inc. | Skippack, PA | Jun 2016 - Sep 2017 | 1 |
| The Centurion Group, LLC | Plymouth Meeting, PA | Oct 2014 - May 2016 | 1 |
| Centurion Asset Management, LLC | Plymouth Meeting, PA | Sep 2013 - May 2016 | 2 |
| Lpl Financial, LLC | Plymouth Meeting, PA | Sep 2013 - Nov 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2005 |
- PA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
PA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.