William MeierCRD Number: 5060531
Current Firm: Wells Fargo Clearing Services, LLC
William Meier (CRD# 5060531) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Roanoke, TX and has over 14 years of experience in the finance industry.
Hedgefield Wealth Management
Td Ameritrade, Inc.
Td Ameritrade, Inc.
|Wells Fargo Clearing Services, LLC||Fort Worth, TX||Nov 2016 - Current||5|
|Wells Fargo Advisors, LLC||Fort Worth, TX||Aug 2015 - Nov 2016||1|
|J.p. Morgan Securities LLC||Bedford, TX||Oct 2012 - Aug 2015||2|
|Jp Morgan Chase Na||Bedford, TX||Nov 2009 - Jul 2015||5|
|Chase Investment Services Corp||Bedford, TX||Nov 2009 - Oct 2012||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2007|
|S65||NASAA Investment Advisors Law Examination||Sep 2011|
Total Assets Under Management568,760MILLIONS
Total Number of Accounts1,434,300ACCOUNTS
Average Account Value$396,542
- 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)
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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