William Locke (CRD# 1574382) is an Investment Advisor Representative working at Adirondack Financial Services Corp in Utica, NY and has 1 year of experience in the finance industry.
CRD# 6282976
Osaic Wealth, Inc.
CRD# 6505675
Equitable Advisors, LLC
CRD# 5688534
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Adirondack Financial Services | Utica, NY | Dec 2007 - Current | 16 |
- NY
- TX
-
Total Assets Under Management377MILLIONS
-
Total Number of Accounts853ACCOUNTS
-
Average Account Value$441,670
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, CO, CT, FL, GA, IL, MA, MD, ME, MS, NC, NJ, NY, OH, OR, PA, SC, TN, TX, VA, VT
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