William Stewart (CRD# 4878031) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 19 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kestra Investment Services | Scottsdale, AZ | May 2024 - Current | < 1 |
| Kestra Advisory Services | Scottsdale, AZ | May 2024 - Current | < 1 |
| Mighty Quinn | Scottsdale, AZ | May 2023 - May 2024 | 1 |
| Kdi Wealth Management | Albuquerque, NM | Feb 2023 - May 2024 | 1 |
| Commonwealth Financial Network | Waltham, MA | Dec 2019 - May 2024 | 4 |
| Wealth Management Group, LLC | Rio Rancho, NM | Dec 2019 - Feb 2023 | 3 |
| Pfg Advisors | Peoria, AZ | Apr 2018 - Dec 2019 | 1 |
| Securities America, Inc. | Rio Rancho, NM | Dec 2016 - Dec 2019 | 3 |
| Cue Ria | Rio Rancho, NM | May 2015 - Dec 2019 | 4 |
| Cue Insurance | Rio Rancho, NM | Apr 2015 - Dec 2019 | 4 |
| George Sage Family Trust | Wilmington, DE | Jun 2009 - Dec 2019 | 10 |
| Wealth Management Group | Rio Rancho, NM | Aug 2004 - Dec 2019 | 15 |
| Foothill Securities, Inc. | Rio Rancho, NM | Apr 2015 - Dec 2016 | 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jan 2013 - Apr 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2004 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2005 |
- AZ
- TX
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Total Assets Under Management48,324MILLIONS
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Total Number of Accounts140,425ACCOUNTS
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Average Account Value$344,129
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, WY
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