William Foote (CRD# 7641821) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has 1 year of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Mcadam LLC | Boston, MA | Jun 2022 - Current | 1 |
Boston College | Chestnut Hill, MA | Aug 2018 - May 2022 | 3 |
Tavern In The Square | Allston, MA | Jun 2021 - Sep 2021 | < 1 |
Michael's Cafe | Timonium, MD | Jul 2020 - Aug 2020 | < 1 |
Caves Valley Golf Club | Owings Mills, MD | Jun 2019 - Aug 2019 | < 1 |
Saint Paul's School For Boys | Brooklandville, MD | Jul 2014 - Jun 2018 | 3 |
Calvert School | Baltimore, MD | Sep 2012 - Jun 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
- MA
-
Total Assets Under Management1,739MILLIONS
-
Total Number of Accounts8,964ACCOUNTS
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Average Account Value$194,004
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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