William Harder, financial advisor Olympia WA
96 score

William Harder

CRD Number: 5573792
Current Firm: Financial Advocates Investment Management

William Harder (CRD# 5573792) is an Investment Advisor Representative working at Financial Advocates Investment Management in Olympia, WA and has over 9 years of experience in the finance industry. William Harder 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
Lpl Financial, LLC Poulsbo, WA Dec 2013 - Current 4
Financial Advocates Investment Management Poulsbo, WA Dec 2013 - Current 4
Morgan Stanley Smith Barney Silverdale, WA Jun 2009 - Dec 2013 4
Citigroup Global Markets, Inc. Silverdale, WA Jul 2008 - Dec 2013 5
Unemployed Poulsbo, WA Oct 2007 - Jul 2008 < 1
Us Military Bremerton, WA Feb 1990 - Oct 2007 17
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2008
Contact Info for William T. Harder
Phone Number: 360-866-2345
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    1,087
    MILLIONS
  • Total Number of Accounts
    6,384
    ACCOUNTS
  • Average Account Value
    $170,222
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
  • Pension consulting services
Types of Clients
Registered States

AK, AZ, CA, CO, FL, HI, ID, IL, LA, ME, MN, MS, MT, NC, NH, NJ, NV, NY, OH, OR, TX, UT, WA

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

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