William Woodmansee, financial advisor Memphis TN
71 score

William Woodmansee

CRD Number: 1857491
Current Firm: Commerce Advisors, LLC

William Woodmansee (CRD# 1857491) is an Investment Advisor Representative working at Commerce Advisors, LLC in Memphis, TN and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Dec 2013 - Current 2
Commerce Advisors, LLC Memphis, TN Sep 2009 - Current 7
Silver Oak Securities, Inc. Jackson, TN Jul 2012 - Dec 2013 1
Trading Services Group, LLC Memphis, TN Sep 2009 - Jul 2012 2
Wachovia Securities, LLC Memphis, TN Jun 2003 - Sep 2009 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1988
S65 NASAA Investment Advisors Law Examination Jun 1994
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for William D. Woodmansee
Phone Number: 901-260-6060
Firm Website: http://www.camhedge.com
Registered State(s):
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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