William AltmanCRD Number: 6396968
Current Firm: The Premier Advisory Group, LLC
William Altman (CRD# 6396968) is an Investment Advisor Representative working at The Premier Advisory Group, LLC in Omaha, NE and has over 8 years of experience in the finance industry.
Ubs Financial Services Inc.
Charles Schwab & Company, Inc.
|Tpg Properties, LLC||Omaha, NE||Mar 2018 - Current||5|
|The Premier Advisory Group, LLC||Omaha, NE||Sep 2014 - Current||8|
|The Premier Group, LLC||Omaha, NE||Jan 2013 - Current||10|
|Shanty Realty, LLC||Omaha, NE||Dec 2011 - Jun 2014||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2014|
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.Get Details on the FINRA Advisor Check site
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
IA, NE, NM, TX
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