William Weeks (CRD# 7272465) is an Investment Advisor Representative working at Commonwealth Financial Network in Silverdale, WA and has over 3 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 |
|---|---|---|---|
| Wealthmark Advisors | Silverdale, WA | Mar 2022 - Current | 2 |
| Thrivent Financial | Appleton, WI | Dec 2020 - Mar 2022 | 1 |
| Thrivent Investment Management Inc. | Silverdale, WA | Aug 2020 - Mar 2022 | 1 |
| Thrivent Financial | Appleton, WI | Aug 2020 - Dec 2020 | < 1 |
| Unemployed | Poulsbo, WA | Jul 2020 - Aug 2020 | < 1 |
| Crista Ministres | Poulsbo, WA | Jul 2016 - Jun 2020 | 3 |
| Wholesale Capital Corporation | Moreno Valley, CA | May 2014 - May 2016 | 2 |
| Grace Bible Church | Irvine, CA | Sep 2013 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2020 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2022 |
- WA
-
Total Assets Under Management177,032MILLIONS
-
Total Number of Accounts623,075ACCOUNTS
-
Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Publication of periodicals or newsletters
- 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
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.