William Royal (CRD# 6533412) is an Investment Advisor Representative working at Cwm, LLC in Stephenville, TX and has over 8 years of experience in the finance industry. William Royal has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5017739
Cambridge Investment Research Advisors, Inc.
CRD# 4388901
Edward Jones
CRD# 6593151
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cwm, Llc Dba Carson Group Partners | Omaha, NE | Feb 2019 - Current | 5 |
| Cetera Advisor Networks | El Segundo, CA | Feb 2019 - Current | 5 |
| Bmy Wealth Mangement | Stephenville, TX | May 2018 - Current | 6 |
| Lpl Financial | Stephenville, TX | May 2018 - Feb 2019 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mansfield, TX | Aug 2017 - Apr 2018 | < 1 |
| Bank Of America, N.a. | Mansfield, TX | Aug 2017 - Apr 2018 | < 1 |
| Edward Jones | St Louis, MO | Aug 2015 - Aug 2017 | 2 |
| Unemployed | Fort Worth, TX | May 2015 - Jul 2015 | < 1 |
| Halliburton Energy Services | San Antonio, TX | Aug 2013 - Apr 2015 | 1 |
| Usda Southern Plains Agricultural Research Center | College Station, TX | Jun 2011 - Dec 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2015 |
- TX
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Total Assets Under Management26,774MILLIONS
-
Total Number of Accounts110,327ACCOUNTS
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Average Account Value$242,682
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