William Merriken (CRD# 729243) is an Investment Advisor Representative working at Redwood Wealth Management Group, LLC in Moorestown, NJ and has over 24 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Nov 2016 - Current | 7 |
| Bridgers Schill Wealth Management, LLC | Moorestown, NJ | Nov 2016 - Current | 7 |
| Merriken Financial Group, Inc. | Moorestown, NJ | Mar 1982 - Current | 42 |
| Lane Hipple Schill - Wealth Management Group | Moorestown, NJ | Apr 2013 - Oct 2016 | 3 |
| Purshe Kaplan Sterling Investments | Albany, NY | Oct 2013 - Sep 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1999 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2012 |
- NJ
-
Total Assets Under Management262MILLIONS
-
Total Number of Accounts1,168ACCOUNTS
-
Average Account Value$224,401
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
CA, FL, NC, NJ, PA, VA
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