William Smith (CRD# 2108204) is an Investment Advisor Representative working at Financial & Tax Architects, LLC in Saint Louis, MO and has over 33 years of experience in the finance industry.
CRD# 5472794
Fidelity Personal And Workplace Advisors
CRD# 4296582
Edward Jones
CRD# 5621291
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial & Tax Architects, Inc. | St Louis, MO | Mar 2020 - Current | 4 |
| Stuart Medical Supply | Canton, MS | Jun 2016 - Current | 7 |
| Unemployed | Canton, MS | Jun 2015 - May 2016 | < 1 |
| Woodridge Capital Portfolio Management, LLC | Ridgeland, MS | Jul 2006 - Apr 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1991 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2020 |
- MO
-
Total Assets Under Management379MILLIONS
-
Total Number of Accounts3,775ACCOUNTS
-
Average Account Value$100,367
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NJ, NV, NY, OH, OK, PA, TN, TX, VA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.