William Deemer (CRD# 5232215) is an Investment Advisor Representative working at Lpl Financial LLC in South Burlington, VT and has over 17 years of experience in the finance industry.
CRD# 4736078
Poulos Advisors, Inc.
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Kestra Advisory Services, LLC
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Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | South Burlington, VT | Nov 2022 - Current | 1 |
| M&t Bank | South Burlington, VT | Nov 2022 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Burlington, VT | Jan 2021 - Nov 2022 | 1 |
| Bank Of America, N.a. | Burlington, VT | Jan 2021 - Nov 2022 | 1 |
| Citizens Securities, Inc. | Burlington, VT | Jan 2018 - Jan 2021 | 3 |
| Key Investment Services LLC | Manchester, CT | Jul 2017 - Dec 2017 | < 1 |
| Key Investment Services LLC | Portland, ME | Jul 2015 - Jun 2017 | 1 |
| Hornor, Townsend & Kent, Inc. | Horsham, PA | Oct 2006 - Jul 2015 | 8 |
| Penn Mutual | Horsham, PA | Oct 2006 - Jul 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2006 |
| S66 | NASAA Uniform Combined State Law Examination | May 2016 |
- VT
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- 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)
- Educational seminars/workshops
- Other
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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