William Beasley, financial advisor Leesburg VA

William Beasley

CRD Number: 6413947
Current Firm: Charles Schwab & Company, Inc.

William Beasley (CRD# 6413947) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Leesburg, VA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab And Company, Inc. Fairfax, VA Dec 2022 - Current 1
Td Ameritrade, Inc. Fairfax, VA Feb 2018 - Dec 2022 4
Td Ameritrade Investment Management, LLC Omaha, NE Feb 2018 - Dec 2022 4
Scottrade Fairfax, VA Nov 2015 - Feb 2018 2
Vibe, LLC Winchester, VA Jul 2005 - May 2017 11
Aes Limousine Service Winchester, VA Sep 2015 - Nov 2015 < 1
Edward Jones St. Louis, MO Nov 2014 - Apr 2015 < 1
Jacs 4 Him, Inc. Dba Subway Winchester, VA Apr 1998 - Nov 2014 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2015
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for William S. Beasley
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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