William WelstedCRD Number: 1200420
Current Firm: Raymond James Financial Services Advisors, Inc.
William Welsted (CRD# 1200420) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Virginia Beach, VA and has over 8 years of experience in the finance industry.
Pathway Financial Planning, Inc.
Lincoln Financial Advisors Corporation
Virginia Capital Management Group Inc.
|Raymond James Financial Services Advisers, Inc.||Virginia Beach, FL||Jun 2010 - Current||7|
|Pinnacle Group||Virginia Beach, VA||Jan 2010 - Current||8|
|Raymond James Financial Services||Virginia Beach, VA||Jan 2010 - Current||8|
|Unemployed||Virginia Beach, VA||Oct 2008 - Jan 2010||1|
|Benetech||Virginia Beach, VA||Oct 2006 - Oct 2008||2|
|Unemployed||Virginia Beach, VA||Oct 2005 - Oct 2006||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2010|
|S65||NASAA Investment Advisors Law Examination||Jun 2010|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV