William Parsch (CRD# 1509119) is an Investment Advisor Representative working at Wellspring Capital Group, Ltd. in North Barrington, IL and has over 35 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 1955854
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wellspring Capital Group, Ltd. | Libertyville, IL | Jan 2010 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1988 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1999 |
- IL
-
Total Assets Under Management8MILLIONS
-
Total Number of Accounts68ACCOUNTS
-
Average Account Value$114,706
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
IL
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