William Fowler (CRD# 3087793) is an Investment Advisor Representative working at Advantage Investment Management in Louisville, KY and has over 25 years of experience in the finance industry.
CRD# 6729610
Lpl Financial LLC
CRD# 4035401
Ameriprise Financial Services, LLC
CRD# 6656510
Brookstone Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Benchmark Advisory Services, LLC | Stockbridge, GA | Jan 2021 - Current | 3 |
| Advantage Investment Mgmt | Louisville, KY | Nov 2020 - Current | 3 |
| The Benefits Firm | Louisville, KY | May 2003 - Current | 20 |
| Commonwealth Financial Advisors, LLC | Louisville, KY | Nov 2007 - Oct 2020 | 12 |
| Southeast Investments, N.c. Inc. | Charlotte, NC | Jan 2010 - Jan 2017 | 7 |
| Medsave LLC | Louisville, KY | May 2007 - Nov 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1998 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1998 |
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- KY
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Total Assets Under Management160MILLIONS
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Total Number of Accounts372ACCOUNTS
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Average Account Value$429,440
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
FL, IN, KY, PA, TX
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