William Forte (CRD# 5389843) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Woburn, MA and has over 16 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Services LLC | St Cloud, MN | Jul 2021 - Current | 2 |
| Cetera Investment Advisers LLC | Woburn, MA | Jul 2021 - Current | 2 |
| Forte Investment Fund Inc. | Newton, MA | Sep 1990 - Current | 33 |
| Orville W Forte Charitable Foundation | Newton, MA | Sep 1990 - Current | 33 |
| Waddell & Reed, Inc. | Dover, MA | Feb 2009 - Jul 2021 | 12 |
| Various Insurance Carriers For W&r Insurance Agencies, Inc. | Dover, MA | Feb 2009 - Jul 2021 | 12 |
| Rotary Club Of Needham | Needham, MA | Jul 2013 - Jun 2021 | 7 |
| Town Of Dover | Dover, MA | Dec 2018 - Jul 2020 | 1 |
| Dover Warrant Committee | Dover, MA | Jul 2011 - Jun 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2007 |
- MA
- TX
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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