William Meier, financial advisor Roanoke TX

William Meier

CRD 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.

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Company Name Location Dates Years
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
Contact Info for William J. Meier
Phone Number: 314-875-3000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    568,760
    MILLIONS
  • Total Number of Accounts
    1,434,300
    ACCOUNTS
  • Average Account Value
    $396,542
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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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