William RendlemanCRD Number: 6245834
Current Firm: Oppenheimer & Company Inc.
William Rendleman (CRD# 6245834) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Winston Salem, NC and has over 3 years of experience in the finance industry.
Nfp Advisor Services, LLC
Ameriprise Financial Services, Inc.
Horter Investment Management, LLC
|Oppenheimer & Co||Greensboro, NC||Aug 2013 - Current||3|
|The Rendleman Company||Greensboro, NC||Sep 2003 - Aug 2013||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2014|
Total Assets Under Management9,080MILLIONS
Total Number of Accounts19,246ACCOUNTS
Average Account Value$471,802
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV