William RobertsonCRD Number: 6045670
Current Firm: Edward Jones
William Robertson (CRD# 6045670) is an Investment Advisor Representative working at Edward Jones in Saint Louis, MO and has over 4 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Edward Jones||Tempe, AZ||Apr 2012 - Current||4|
|Unemployed||Iowa City, IA||Jan 2012 - Mar 2012||< 1|
|Veteran's Affairs Hospital||Iowa City, IA||Jun 2011 - Dec 2011||< 1|
|University Of Iowa||Iowa City, IA||Aug 2010 - Jun 2011||< 1|
|Staff Management - Proctor & Gamble||Iowa City, IA||Jun 2007 - Aug 2010||3|
|University Of Iowa||Iowa City, IA||Aug 2006 - Jun 2007||< 1|
|Castaway's Bar And Grill||Chillicothe, IL||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2012|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- 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)
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