William Wallbank, financial advisor Southfield MI
89 score

William Wallbank

CRD Number: 6021842
Current Firm: Telemus Capital, LLC

William Wallbank (CRD# 6021842) is an Investment Advisor Representative working at Telemus Capital, LLC in Southfield, MI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Telemus Capital LLC Southfield, MI Aug 2013 - Current 3
Telemus Capital Partners Southfield, MI Mar 2012 - Aug 2013 1
Telemus Capital Partners Southfield, MI Jan 2012 - Mar 2012 < 1
Detroit Golf Club Detroit, MI Jun 2010 - Dec 2011 1
Downtown Main Brighton, MI Nov 2007 - Jun 2010 2
Unemployed Howell, MI May 2007 - Nov 2007 < 1
University Of Toledo Toledo, OH Oct 2006 - May 2007 < 1
Gianno's Itialian Bistro Maumee, OH Oct 2005 - Oct 2006 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2013
Contact Info for William A. Wallbank
Phone Number: 248-827-1800
Firm Website: http://www.telemus.com/
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    2,222
    MILLIONS
  • Total Number of Accounts
    3,206
    ACCOUNTS
  • Average Account Value
    $693,015
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, CO, CT, DE, FL, GA, IA, IL, LA, MA, MD, MI, NC, NJ, NY, OH, OR, PA, RI, TX, UT, VA, WA

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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