William CarsonCRD Number: 1071002
Current Firm: Signator Investors, Inc.
William Carson (CRD# 1071002) is an Investment Advisor Representative working at Signator Investors, Inc. in Roseville, CA and has over 17 years of experience in the finance industry.
Clarion Advisors Inc.
Wells Fargo Advisors, LLC
Adams Ashby Financial Advisors
|Jhfn Signator Investors, Inc.||Walnut Creek, CA||Oct 1982 - Current||34|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 1999|
Total Assets Under Management2,196MILLIONS
Total Number of Accounts25,384ACCOUNTS
Average Account Value$86,500
- 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)
- Educational seminars/workshops
AK, AL, AR, 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV