William Warrick (CRD# 6344208) is an Investment Advisor Representative working at Koinonia Financial in The Woodlands, TX and has over 9 years of experience in the finance industry.
CRD# 5776541
Equitable Advisors, LLC
CRD# 4079212
Lpl Financial LLC
CRD# 1492644
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Koinonia Financial | The Woodlands, TX | Aug 2018 - Current | 5 |
| Lpl Financial | The Woodlands, TX | Jun 2018 - Current | 5 |
| Blackshear Realty, LLC | Spring, TX | Jun 2015 - Jun 2018 | 3 |
| J.p. Morgan Securities LLC | Houston, TX | May 2014 - Jun 2015 | 1 |
| Jpmorgan Chase Bank Na | Houston, TX | May 2014 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2014 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2018 |
- LA
- TX
-
Total Assets Under Management83MILLIONS
-
Total Number of Accounts562ACCOUNTS
-
Average Account Value$147,067
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
LA, TX
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