William Dunnell (CRD# 1408610) is an Investment Advisor Representative working at Greystone Financial & Estate Services, Inc. in Kirkland, WA and has over 38 years of experience in the finance industry.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Greystone Financial And Estate Services, Inc. | Kirkland, WA | Jan 1997 - Current | 27 |
| Securities America, Inc. | Kirkland, WA | Nov 2020 - May 2022 | 1 |
| Securities America Advisors, Inc. | Kirkland, WA | Nov 2020 - May 2022 | 1 |
| Kms Financial Services, Inc. | Seattle, WA | Feb 1996 - Nov 2020 | 24 |
| Kms Financial Services, Inc. | Seattle, WA | Oct 1995 - Nov 2020 | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1985 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1996 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AZ
- TX
- WA
-
Total Assets Under Management77MILLIONS
-
Total Number of Accounts451ACCOUNTS
-
Average Account Value$170,732
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Other
AZ, TX, WA
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.