William ZobristCRD Number: 1055182
Current Firm: Valic Financial Advisors, Inc.
William Zobrist (CRD# 1055182) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Spokane, WA and has over 34 years of experience in the finance industry.
Selkirk Wealth Advisors, LLC
Allegro Wealth Management, Inc.
Voya Financial Advisors, Inc.
|Financial Network Investment Corporation||Spokane, WA||Oct 1993 - Current||23|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1982|
|S65||NASAA Investment Advisors Law Examination||Jul 1994|
Total Assets Under Management22,665MILLIONS
Total Number of Accounts866,312ACCOUNTS
Average Account Value$26,163
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV