William SmeadCRD Number: 1020717
Current Firm: Smead Capital Management, Inc.
William Smead (CRD# 1020717) is an Investment Advisor Representative working at Smead Capital Management, Inc. in Phoenix, AZ and has over 42 years of experience in the finance industry.
Aegis Wealth Partners, LLC
Dynamic Wealth Partners, LLC
|Smead Capital Management, Inc.||Phoenix, AZ||Jan 2020 - Current||3|
|Smead Capital Management, Inc.||Phoenix, AZ||Jun 2007 - Jan 2020||12|
|Quasar Distributors, LLC||Milwaukee, WI||Jan 2008 - Jul 2013||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1980|
|S65||NASAA Investment Advisors Law Examination||Jul 1996|
Total Assets Under Management5,251MILLIONS
Total Number of Accounts79ACCOUNTS
Average Account Value$66,468,327
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, NJ, PA, TX, WA
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