William Jones (CRD# 5359785) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Seneca, SC and has over 16 years of experience in the finance industry.
CRD# 6714168
Edward Jones
CRD# 4456936
Apex Capital Management LLC
CRD# 6620152
Strategic Blueprint, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jan 2018 - Current | 6 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Jan 2018 - Current | 6 |
| Advantage Investment Management LLC | Anderson, SC | May 2015 - Dec 2017 | 2 |
| Lpl Financial, LLC | Anderson, SC | Jan 2015 - Dec 2017 | 2 |
| Northern Lights Distributors, LLC | Omaha, NE | Jul 2012 - Nov 2014 | 2 |
| Horizon Investments, LLC | Charlotte, NC | Jan 2012 - Nov 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2007 |
| S65 | NASAA Investment Advisors Law Examination | May 2015 |
- SC
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Market timing services
- Educational seminars/workshops
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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