William SteinerCRD Number: 6177042
Current Firm: Hewins Financial Advisors, LLC
William Steiner (CRD# 6177042) is an Investment Advisor Representative working at Hewins Financial Advisors, LLC in Redwood City, CA and has over 5 years of experience in the finance industry.
Skyoak Wealth Management, Inc.
Blossom Wealth Management, LLC
Parker Investment Management, LLC
|Hewins Brokerage Services, LLC||Redwood City, CA||Apr 2014 - Current||4|
|Hewins Financial Advisors, LLC||Redwood City, CA||Jan 2013 - Current||5|
|Hewins Financial Advisors, LLC||San Mateo, CA||Mar 2012 - Dec 2012||< 1|
|Baldwin Law Group||Menlo Park, CA||Mar 2011 - Mar 2012||1|
|Alan J. Blair||San Francisco, CA||May 2009 - Mar 2011||1|
|Golden Gate University School Of Law||San Francisco, CA||Aug 2007 - Jun 2010||2|
|Global Partnerships/uw Cooperation||Seattle, WA||Apr 2007 - Jul 2007||< 1|
|Uw International Programs And Exchanges||Seattle, WA||Jun 2003 - Apr 2007||3|
|University Of Washington||Seattle, WA||Sep 2002 - Apr 2007||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2013|
|S63||Uniform Securities State Law Examination||Nov 2015|
Total Assets Under Management4,399MILLIONS
Total Number of Accounts5,878ACCOUNTS
Average Account Value$748,319
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, CO, DE, FL, IL, IN, LA, MI, MN, MO, MT, NC, NE, NH, NJ, NV, NY, OH, OR, PA, TX, VA, WA, WI
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