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 7 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||7|
|Raymond James Financial Services||Virginia Beach, VA||Jan 2010 - Current||7|
|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