William ReadeCRD Number: 6075335
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
William Reade (CRD# 6075335) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jacksonville, FL and has over 5 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Paragon Wealth Strategies, LLC
Wealth By Empowerment
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Jacksonville, FL||Apr 2013 - Current||5|
|Bank Of America, N.a.||Jacksonville, FL||Jun 2012 - Current||5|
|Unemployed||Jacksonville, FL||Jan 2013 - Mar 2013||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Jacksonville, FL||May 2012 - Dec 2012||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||St. Augustine, FL||Jan 2012 - Apr 2012||< 1|
|Flagler College||St. Augustine, FL||Sep 2009 - Apr 2012||2|
|Serenata Beach Club||Ponte Vedra, FL||May 2011 - Aug 2011||< 1|
|Serenata Beach Club||Ponte Vedra, FL||May 2010 - Aug 2010||< 1|
|Unemployed||Jacksonville, FL||Jul 2009 - Aug 2009||< 1|
|Waldameer Park And Water World||Erie, PA||Jun 2009 - Jun 2009||< 1|
|Unemployed||Jacksonville, FL||May 2009 - May 2009||< 1|
|Flagler College||St. Augustine, FL||Sep 2008 - Apr 2009||< 1|
|Quiksilver Boardriding Company||Jacksonville, FL||May 2008 - Aug 2008||< 1|
|First Coast Christian School||Jacksonville, FL||Aug 2004 - May 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2012|
Total Assets Under Management639,574MILLIONS
Total Number of Accounts1,831,494ACCOUNTS
Average Account Value$349,209
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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