William Zimmer (CRD# 5924654) is an Investment Advisor Representative working at Fortress Private Ledger, LLC in Pisgah Forrest, NC and has over 12 years of experience in the finance industry.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ecusta Brewing Company | Pisgah Forrest, NC | Apr 2017 - Current | 7 |
| Mass Mutual Life Insurance Company | Raleigh, NC | Jan 2013 - Apr 2017 | 4 |
| Mml Investors Services | Raleigh, NC | Jan 2013 - Apr 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2011 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2016 |
- NC
-
Total Assets Under Management201MILLIONS
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Total Number of Accounts691ACCOUNTS
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Average Account Value$290,392
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
CA, FL, NC, NJ, NY, SC, TX, VA, WA
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