William Stuart (CRD# 1200919) is an Investment Advisor Representative working at Primerica Advisors in Steamboat Springs, CO and has over 40 years of experience in the finance industry.
CRD# 3072512
State Farm Investment Management Corp.
CRD# 4549890
Raymond James Financial Services Advisors, Inc.
CRD# 6383654
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pfs Investments Inc. | Steamboat, CO | Sep 1983 - Current | 40 |
| Primerica Financial Services | Steamboat, CO | Jul 1980 - Current | 43 |
| Steamboat Ski & Resort Corp. | Steamboat Springs, CO | Dec 1978 - Current | 45 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1983 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2011 |
- CO
-
Total Assets Under Management8,462MILLIONS
-
Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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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