William Anderson (CRD# 1186876) is an Investment Advisor Representative working at Eastgate Capital Advisors LLC in Winnetka, IL and has over 24 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eastgate Capital Advisors LLC | Chicago, IL | Mar 2017 - Current | 7 |
| Unemployed | Chicago, IL | Oct 2013 - Mar 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2007 |
- IL
-
Total Assets Under Management133MILLIONS
-
Total Number of Accounts203ACCOUNTS
-
Average Account Value$652,777
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
IL
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