William GardnerCRD Number: 6809832
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
William Gardner (CRD# 6809832) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Miami, FL and has 1 year of experience in the finance industry.
Genesis Wealth Management, Inc.
Kingsview Wealth Management, LLC
Efg Asset Management (americas) Corp.
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Miami, FL||Jun 2019 - Current||1|
|Florida A&m University||Tallahassee, FL||May 2015 - May 2019||4|
|Bank Of America Merrill Lynch||Miami, FL||Jun 2018 - Aug 2018||< 1|
|Bank Of America Merrill Lynch||Miami, FL||Jun 2017 - Aug 2017||< 1|
|Apple||Tallahassee, FL||May 2016 - Aug 2016||< 1|
|First Coast High School||Jacksonville, FL||Aug 2011 - May 2015||3|
|Gap||Jacksonville, FL||Jun 2014 - Sep 2014||< 1|
|Kirby Smith Middle School||Jacksonville, FL||Aug 2008 - May 2011||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2019|
Total Assets Under Management962,052MILLIONS
Total Number of Accounts2,529,169ACCOUNTS
Average Account Value$380,383
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, WY
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