William Feudale (CRD# 2325436) is an Investment Advisor Representative working at Lpl Financial LLC in Hazleton, PA and has over 31 years of experience in the finance industry.
CRD# 1667988
Trustmont Advisory Group, Inc.
CRD# 4577359
Ameriprise Financial Services, LLC
CRD# 5895405
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Hazleton, PA | Feb 2018 - Current | 6 |
| Feudale Financial Services LLC | Hazleton, PA | Feb 2013 - Current | 11 |
| Invest Financial Corporation | Hazleton, PA | May 2017 - Feb 2018 | < 1 |
| Sagepoint Financial | Hazleton, PA | Oct 2013 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1993 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1994 |
- CA
- PA
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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, WY
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