William Werner, financial advisor Radnor PA
93 score

William Werner

CRD Number: 5519394
Current Firm: Advice And Planning Services

William Werner (CRD# 5519394) is an Investment Advisor Representative working at Advice And Planning Services in Radnor, PA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Philadelphia, PA Sep 2016 - Current 1
Tiaa-cref Individual & Institutional Services, LLC Philadelphia, PA Sep 2016 - Current 1
Amerivest Investment Management, LLC Radnor, PA Jun 2015 - Sep 2016 1
Td Ameritrade Radnor, PA Jun 2015 - Sep 2016 1
United Capital Financial Advisers, LLC Newport Beach, CA Jun 2014 - Jun 2015 1
Pnc Investments Pittsburgh, PA Mar 2012 - Jun 2014 2
Pnc Bank Merchanville, NJ Mar 2012 - Jun 2012 < 1
Jp Morgan Chase Scarsdale, NY Jun 2011 - Mar 2012 < 1
Jpmorgan Chase Bank Na New York, NY Aug 2009 - Jun 2011 1
Chase Investment Services Corp New York, NY Aug 2009 - Jun 2011 1
New England Securities New York, NY Mar 2008 - Jul 2009 1
Tax Club New York, NY Jun 2008 - Aug 2008 < 1
Axa Advisors, LLC New York, NY Apr 2008 - Jun 2008 < 1
Unemployed New Rochelle, NY Jan 2008 - Mar 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2008
S66 NASAA Uniform Combined State Law Examination Feb 2013
Contact Info for William J. Werner
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    21,673
    MILLIONS
  • Total Number of Accounts
    55,750
    ACCOUNTS
  • Average Account Value
    $388,745
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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