William AmestoyCRD Number: 5446561
Current Firm: Thrivent Investment Management Inc.
William Amestoy (CRD# 5446561) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Lake Oswego, OR and has over 9 years of experience in the finance industry.
Secondhalf Planning & Investment, LLC
Cable Hill Partners, LLC
Nw Tax & Wealth Advisory Group, Inc.
|Thrivent Financial For Lutherans||Appleton, WI||Jan 2012 - Current||5|
|Thrivent Investment Management Inc.||Lake Oswego, OR||Nov 2011 - Current||5|
|Thrivent Financial For Lutherans||Appleton, WI||Nov 2011 - Jan 2012||< 1|
|Unemployed||Portland, OR||Jun 2011 - Nov 2011||< 1|
|Morgan Stanley Smith Barney||Lake Oswego, OR||Feb 2010 - Jun 2011||1|
|Merrill Lynch||Portland, OR||Nov 2007 - Feb 2010||2|
|Jp Morgan Chase||West Linn, OR||Apr 2002 - Oct 2007||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2008|
Total Assets Under Management8,027MILLIONS
Total Number of Accounts36,119ACCOUNTS
Average Account Value$222,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV