William Hope (CRD# 5058188) is an Investment Advisor Representative working at Redwood Financial Network in Solon, OH and has over 17 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Solon, OH | Oct 2017 - Current | 6 |
| Redwood Financial Network Corporation(redwood Financial Network) | Solon, OH | Oct 2017 - Current | 6 |
| Century Securities Associates, Inc. | Mentor, OH | Jan 2017 - Aug 2017 | < 1 |
| Pnc Investments | Mentor, OH | Feb 2011 - Jan 2017 | 5 |
| Pnc Bank, N.a. | Mentor, OH | Feb 2011 - Jan 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2007 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2016 |
- OH
-
Total Assets Under Management187MILLIONS
-
Total Number of Accounts856ACCOUNTS
-
Average Account Value$218,923
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, FL, GA, NC, OH, OR, SC, TX
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