William GamblinCRD 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 19 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Advisors, LLC
Mutual Of Omaha Investor Services, Inc.
|Tiaa||Omaha, NE||Jul 2013 - Current||4|
|Tiaa-cref Individual & Institutional Services, LLC||Omaha, NE||Jul 2013 - Current||4|
|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|
Total Assets Under Management16,792MILLIONS
Total Number of Accounts45,960ACCOUNTS
Average Account Value$365,356
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses