William McKenzieCRD Number: 6296478
Current Firm: Edward Jones
William McKenzie (CRD# 6296478) is an Investment Advisor Representative working at Edward Jones in Saint Simons Island, GA and has over 2 years of experience in the finance industry.
Park Avenue Securities LLC
Northwestern Mutual Investment Services,llc
Independent Financial Partners
|Edward Jones||St Louis, MO||Feb 2014 - Current||3|
|Unemployed||Eufaula, AL||May 2013 - Feb 2014||< 1|
|Public Defenders' Office Of Sumter County Georgia||Americus, GA||Mar 2013 - May 2013||< 1|
|Griffin Bell Golf Links||Americus, GA||Jul 2012 - Mar 2013||< 1|
|Full Time Student||Americus, GA||Jun 2012 - Jul 2012||< 1|
|Courtney Upshaw||Atlanta, GA||Jan 2012 - Jun 2012||< 1|
|Full Time Student||Americus, GA||Jul 2010 - Jan 2012||1|
|Georgia Southwestern State University Compliance Office||Americus, GA||Apr 2010 - Jul 2010||< 1|
|Full Time Student||Americus, GA||Jul 2008 - Apr 2010||1|
|Bailey's Steak And Seafood Resturant||Eufaula, AL||Jan 2007 - Jul 2008||1|
|Full Time Student||Eufaula, AL||Jan 2004 - Jan 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2014|
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
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