William Egbert, financial advisor Little Silver NJ
93 score

William Egbert

CRD Number: 1251316
Current Firm: Buckman Advisory Group LLC

William Egbert (CRD# 1251316) is an Investment Advisor Representative working at Buckman Advisory Group LLC in Little Silver, NJ and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Rbc Dain Rauscher Inc. New York, NY Mar 2002 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1984
S66 NASAA Uniform Combined State Law Examination Feb 2006
Contact Info for William F. Egbert
Phone Number: 732-530-0303
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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