William SteinbergCRD Number: 1862513
Current Firm: Kelman Lazarov Inc.
William Steinberg (CRD# 1862513) is an Investment Advisor Representative working at Kelman Lazarov Inc. in Memphis, TN and has over 28 years of experience in the finance industry. William Steinberg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Delta Asset Management, LLC
Wells Fargo Advisors, LLC
Ameriprise Financial Services, Inc.
|Mutual Securities, Inc.||Camarillo, CA||Jul 2016 - Current||< 1|
|Kelman-lazarov, Inc.||Memphis, TN||Apr 1995 - Current||21|
|Cetera Advisor Networks LLC||El Segundo, CA||Jan 2013 - Jul 2016||3|
|Financial Network Investment Corporation||El Segundo, CA||Sep 1998 - Dec 2012||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1988|
|S65||NASAA Investment Advisors Law Examination||Aug 1996|
Total Assets Under Management319MILLIONS
Total Number of Accounts887ACCOUNTS
Average Account Value$359,380
- 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 businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
AL, AR, CA, FL, GA, LA, MI, MS, TN, TX, VA