William GuinanCRD Number: 6721602
Current Firm: Vanguard Advisers, Inc.
William Guinan (CRD# 6721602) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has over 3 years of experience in the finance industry.
Affinity Wealth Management LLC
Hamilton-bates Investment Research, Inc.
Oppenheimer & Company Inc.
|The Vanguard Group, Inc.||Malvern, PA||Apr 2018 - Current||2|
|Randstad||Malvern, PA||May 2017 - Apr 2018||< 1|
|Randstad||Malvern, PA||Nov 2016 - May 2017||< 1|
|Health Advocate||Exton, PA||Sep 2016 - Oct 2016||< 1|
|Champs Sporting Goods||Exton, PA||Jul 2016 - Aug 2016||< 1|
|Dickinson College||Carlisle, PA||Aug 2012 - May 2016||3|
|Wendy's||Exton, PA||Jun 2015 - Aug 2015||< 1|
|America & China International Foundation||Rockville, MD||Jun 2014 - Jun 2014||< 1|
|Taco Bell||Exton, PA||Jun 2013 - Aug 2013||< 1|
|Energex American Inc.||Mifflintown, PA||Jun 2012 - Aug 2012||< 1|
|Downingtown East High School||Exton, PA||Aug 2008 - Jun 2012||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2017|
|S66||NASAA Uniform Combined State Law Examination||Jul 2020|
Total Assets Under Management221,045MILLIONS
Total Number of Accounts452,542ACCOUNTS
Average Account Value$488,452
- A percentage of assets under your management
- 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)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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