William Kirby (CRD# 818650) is an Investment Advisor Representative working at Wells Fargo Advisors in Pittsfield, MA and has over 43 years of experience in the finance industry. William Kirby has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6091481
The Ayco Company, LP
CRD# 4397867
Commonwealth Financial Network
CRD# 6593537
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wells Fargo Advisors Financial Network, LLC | Pittsfield, MA | Oct 2014 - Current | 9 |
| Morgan Stanley Smith Barney | Pittsfield, MA | Jun 2009 - Oct 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1980 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1997 |
- CT
- TX
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Total Assets Under Management154,192MILLIONS
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Total Number of Accounts346,499ACCOUNTS
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Average Account Value$445,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY
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