William Lewis (CRD# 7203872) is an Investment Advisor Representative working at Wl Advisory LLC in Tinton Falls, NJ and has over 4 years of experience in the finance industry.
CRD# 2130640
Ameriprise Financial Services, LLC
CRD# 700067
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5911611
Citigroup Global Markets Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wl Advisory LLC | Tinton Falls, NJ | Feb 2020 - Current | 4 |
| Wl Advisory LLC | Tinton Falls, NJ | Oct 2019 - Current | 4 |
| Petrik & Murtha | Freehold, NJ | Jun 2019 - Current | 4 |
| Lewis Consulting | Tinton Falls, NJ | Jun 2019 - Current | 4 |
| Cohnreznick LLP | Eatontown, NJ | Jun 1989 - May 2019 | 29 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2020 |
- NJ
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Other
- Other
NJ
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.