William Gamblin, financial advisor Omaha NE
93 score

William Gamblin

CRD Number: 3022723
Current Firm: Advice And Planning Services

William Gamblin (CRD# 3022723) is an Investment Advisor Representative working at Advice And Planning Services in Omaha, NE and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Omaha, NE Jul 2013 - Current 3
Tiaa-cref Individual & Institutional Services, LLC Omaha, NE Jul 2013 - Current 3
Charles Schwab Bank Omaha, NE Apr 2011 - Jul 2013 2
Charles Schwab & Company, Inc. Omaha, NE Apr 2011 - Jul 2013 2
U.s. Bancorp Investments, Inc. Omaha, NE Dec 2001 - Mar 2011 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1998
S66 NASAA Uniform Combined State Law Examination Aug 2002
Contact Info for William J. Gamblin
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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