William Harlan, financial advisor The Woodlands TX
87 score

William Harlan

CRD Number: 5925441
Current Firm: Rockland Capital, LLC

William Harlan (CRD# 5925441) is an Investment Advisor Representative working at Rockland Capital, LLC in The Woodlands, TX and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Rockland Capital, LLC The Woodlands, TX Mar 2008 - Current 8
Rockland Capital Energy Investments, LLC The Woodlands, TX Mar 2003 - Mar 2008 5

William Harlan has no recent exams reported.
Contact Info for William S. Harlan
Phone Number: 281-863-9000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    827
    MILLIONS
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $275,524,294
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

TX

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BADGES
87
Clean Record
This advisor has a clean track record with regulators.

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