William CareyCRD Number: 1041010
Current Firm: Ameritas Investment Corp
William Carey (CRD# 1041010) is an Investment Advisor Representative working at Ameritas Investment Corp in Lincoln, NE and has over 23 years of experience in the finance industry. William Carey 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.
Ameritas Investment Corp
Wells Fargo Advisors, LLC
Pittenger & Anderson Inc.
|Ameritas Investment Corp||Lincoln, NE||Jul 2003 - Current||13|
|The Raw Kitchen||West Palm Beach, FL||Aug 2010 - Dec 2013||3|
|Careyco Financial Group Inc.||Pompano Beach, FL||Jan 1991 - Oct 2010||19|
|Wealth Preservation||Pompano Beach, FL||Jul 2003 - Sep 2008||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1993|
|S65||NASAA Investment Advisors Law Examination||Apr 1999|
Total Assets Under Management2,296MILLIONS
Total Number of Accounts8,235ACCOUNTS
Average Account Value$278,845
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
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
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