William Bredt (CRD# 1621507) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in West Conshohocken, PA and has over 31 years of experience in the finance industry.
CRD# 5231432
Ameriprise Financial Services, LLC
CRD# 1261791
Janney Montgomery Scott LLC
CRD# 2480675
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James & Associates, Inc. | St. Petersburg, FL | Jan 2019 - Current | 5 |
| Raymond James & Associates, Inc. | Bala Cynwyd, PA | Feb 1999 - Current | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1992 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1992 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- PA
- TX
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Total Assets Under Management350,042MILLIONS
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Total Number of Accounts992,551ACCOUNTS
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Average Account Value$352,669
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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, WY
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