William Benjamin McNair, financial advisor Wenatchee WA
81 score

William Benjamin McNair

CRD Number: 5355267
Current Firm: Eagle Strategies LLC

William Benjamin McNair (CRD# 5355267) is an Investment Advisor Representative working at Eagle Strategies LLC in Wenatchee, WA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Draggoo Financial Wenatchee, WA Jun 2016 - Current < 1
Eagle Strategies LLC Wenatchee, WA Mar 2016 - Current < 1
Nylife Securities LLC Wenatchee, WA Jan 2016 - Current < 1
New York Life Insurance Co Wenatchee, WA Dec 2015 - Current 1
Metropolitan Life Insurance Co Bellevue, WA Jun 2007 - Dec 2015 8
Prevail Credit Union Issaquah, WA Oct 2006 - Jun 2007 < 1
Unemployed Seattle, WA Aug 2006 - Oct 2006 < 1
Bank Of America Seattle, WA Sep 1999 - Aug 2006 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2007
S65 NASAA Investment Advisors Law Examination Jan 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for William Benjamin A. McNair
Phone Number: (888) 695-3245
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
81

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