William CrevelingCRD Number: 1019117
Current Firm: Commonwealth Financial Network
William Creveling (CRD# 1019117) is an Investment Advisor Representative working at Commonwealth Financial Network in Winchester, VA and has over 17 years of experience in the finance industry.
Planmember Securities Corporation
Lifemark Securities Corp.
Bauserman Financial Services, Inc.
|Commonwealth Financial Network||Waltham, MA||Apr 2000 - Current||16|
|Creveling Financial Services||Winchester, VA||Apr 2000 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1999|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management52,073MILLIONS
Total Number of Accounts229,200ACCOUNTS
Average Account Value$227,194
- 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