William ShufflebargerCRD Number: 4521664
Current Firm: Signator Investors, Inc.
William Shufflebarger (CRD# 4521664) is an Investment Advisor Representative working at Signator Investors, Inc. in Vandalia, OH and has over 15 years of experience in the finance industry.
Sound Financial Investment Management, LLC
Raymond James & Associates, Inc.
Greenrock Advisory LLC
|Signator Investors, Inc.||Vandalia, OH||Dec 2015 - Current||1|
|Spieles Insurance Agency||Vandalia, OH||Jan 2004 - Current||13|
|Safeco Investment Services, Inc.||Redmond, WA||Jan 2004 - Current||13|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2002|
Total Assets Under Management2,196MILLIONS
Total Number of Accounts25,384ACCOUNTS
Average Account Value$86,500
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV