William BeamerCRD Number: 4536134
Current Firm: Dowling & Yahnke, LLC
William Beamer (CRD# 4536134) is an Investment Advisor Representative working at Dowling & Yahnke, LLC in San Diego, CA and has over 15 years of experience in the finance industry. William Beamer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Park Avenue Securities LLC
Nautilus Advisors LLC
O'reilly Wealth Advisors
|Dowling & Yahnke, LLC||San Diego, CA||Oct 2007 - Current||9|
|Dowling & Yahnke Inc.||San Diego, CA||Feb 2002 - Sep 2007||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2002|
Total Assets Under Management3,223MILLIONS
Total Number of Accounts3,940ACCOUNTS
Average Account Value$818,000
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, FL, IL, MA, NV, NY, OR, TX, VA, WA
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