William Bruckner (CRD# 5754875) is an Investment Advisor Representative working at Woodstock Wealth Management, Inc. in West Palm Beach, FL and has over 14 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 4207020
Dakota Wealth, LLC
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Woodstock Financial Group, Inc. | Woodstock, GA | May 2016 - Current | 7 |
| Bank Of America, N.a | Palm Beach, FL | Sep 2012 - May 2016 | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | West Palm Beach, FL | Jun 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2010 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2018 |
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
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Total Assets Under Management511MILLIONS
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Total Number of Accounts2,412ACCOUNTS
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Average Account Value$211,954
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