William Steinberg, financial advisor Memphis TN
96 score

William Steinberg

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for William I. Steinberg
Phone Number: 901-685-8284
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    319
    MILLIONS
  • Total Number of Accounts
    887
    ACCOUNTS
  • Average Account Value
    $359,380
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
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, CA, FL, GA, LA, MI, MS, TN, TX, VA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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