William Hepburn (CRD# 1444970) is an Investment Advisor Representative working at Shadowridge Asset Management, LLC in Austin, TX and has over 37 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Adviser Credibility, Inc. | Prescott, AZ | Jul 2022 - Current | 1 |
| Shadowridge Asset Management, LLC | Austin, TX | Sep 2020 - Current | 3 |
| Hepburn Capital Management, LLC | Presc0tt, AZ | Jan 2002 - Current | 22 |
| Yavapai College | Prescott, AZ | Jun 1990 - Current | 33 |
| The Interest Rate Store, LLC | Prescott, AZ | Mar 2012 - Dec 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1987 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1995 |
- AZ
-
Total Assets Under Management108MILLIONS
-
Total Number of Accounts905ACCOUNTS
-
Average Account Value$119,838
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, OH, TX, UT
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.