William Robertson, financial advisor Marble Falls TX
88 score

William Robertson

CRD Number: 6224429
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

William Robertson (CRD# 6224429) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Marble Falls, TX and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Marble Falls, TX Nov 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Marble Falls, TX Jul 2013 - Current 3
Unemployed/gap Year Austin, TX Dec 2012 - Jul 2013 < 1
Higginbotham Insurance Burnet, TX Sep 2012 - Dec 2012 < 1
Camp Longhorn Austin, TX Sep 2008 - Dec 2012 4
University Of Texas Burnet, TX Aug 2008 - Dec 2012 4
Burnet High School Marble Falls, TX Aug 2004 - Jul 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for William J. Robertson
Phone Number: 800-637-7455
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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