William Harrison (CRD# 6397818) is an Investment Advisor Representative working at Ae Wealth Management, LLC in New Smyrna Beach, FL and has over 7 years of experience in the finance industry.
CRD# 728734
Ameriprise Financial Services, LLC
CRD# 4822125
J.p. Morgan Securities LLC
CRD# 2467543
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Madison Avenue Securities | New Smyrna Beach, FL | Nov 2021 - Current | 2 |
| Ae Wealth Management, LLC | Topeka, KS | Aug 2019 - Current | 4 |
| Anders & Anders Financial Group | New Smyrna Beach, FL | Jun 2015 - Current | 8 |
| Harrison Construction & Remodeling Inc. | New Smyrna Beach, FL | Oct 2003 - Current | 20 |
| Madison Avenue Securities, LLC | San Diego, CA | Jul 2016 - Aug 2019 | 3 |
| Us Employee Benefits Services Group | New Smyrna Beach, FL | Jul 2015 - Jul 2016 | 1 |
| Us Retirement Partners | New Smyrna Beach, FL | Jul 2015 - Jul 2016 | 1 |
| Rpa/bencor | New Smyrna Beach, FL | Apr 2015 - Jul 2016 | 1 |
| Planmember Securities Corporation | Carpinteria, CA | Apr 2015 - Jul 2016 | 1 |
| Dave Anders And Associates | New Smyrna Beach, FL | Feb 2015 - Jul 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2016 |
| S63 | Uniform Securities State Law Examination | Feb 2023 |
- FL
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Total Assets Under Management27,083MILLIONS
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Total Number of Accounts277,294ACCOUNTS
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Average Account Value$97,668
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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