William Traer, financial advisor Jacksonville FL
86 score

William Traer

CRD Number: 3072517
Current Firm: Merit Financial Group, LLC

William Traer (CRD# 3072517) is an Investment Advisor Representative working at Merit Financial Group, LLC in Jacksonville, FL and has over 18 years of experience in the finance industry. William Traer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Merit Financial Advisors, LLC Jacksonville, FL Apr 2012 - Current 4
Lpl Financial, LLC Jacksonville, FL Dec 2010 - Current 6
William Traer Jacksonville, FL May 2002 - Current 14
Cpa Retirement Network, Inc. Jacksonville, FL Jan 1980 - Current 36
Merit Financial, Inc. Jacksonville, FL Dec 2010 - Apr 2012 1
Goodbys Executive Properties Jacksonville, FL Jan 1993 - Feb 2011 18
Securities America Advisors, Inc. Jacksonville, FL Oct 2006 - Dec 2010 4
Cpa Retirement Network, LLC Jacksonville, FL Nov 1999 - Dec 2010 11
Securities America, Inc. Jacksonville, FL Mar 1999 - Dec 2010 11
John B. Linge, Jr. Jacksonville, FL Jan 1998 - May 2010 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for William M. Traer
Phone Number: 678-867-7050
Registered State(s):
  • AL
  • FL
  • GA
  • NC
By the Numbers
  • Total Assets Under Management
    698
    MILLIONS
  • Total Number of Accounts
    2,850
    ACCOUNTS
  • Average Account Value
    $245,023
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, CA, FL, GA, KY, LA, NC, SC, TN, TX, VA

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BADGES
86

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