William Conte (CRD# 4044294) is an Investment Advisor Representative working at Latitude Advisors, LLC in Sarasota, FL and has over 24 years of experience in the finance industry.
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 1493667
Spire Wealth Management, LLC
CRD# 5983189
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Latitude Advisors, Inc. | Vero Beach, FL | Nov 2009 - Current | 14 |
Gwn Securities Inc. | Palm Beach Gardens,, FL | Oct 2009 - Current | 14 |
Sarasota Bay License Training Center | Bradenton, FL | Nov 1997 - Current | 26 |
William C. Conte, Inc. | Sarsota, FL | Jan 1986 - Current | 38 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 1999 |
S65 | NASAA Investment Advisors Law Examination | Jul 2000 |
- FL
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Total Assets Under Management340MILLIONS
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Total Number of Accounts1,710ACCOUNTS
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Average Account Value$199,060
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, CA, CO, CT, DC, FL, GA, IL, IN, KY, MA, MD, ME, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, WV
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