William Abell, financial advisor Panama City Beach FL
93 score

William Abell

CRD Number: 2015697
Current Firm: Investment Professionals, Inc.

William Abell (CRD# 2015697) is an Investment Advisor Representative working at Investment Professionals, Inc. in Panama City Beach, FL and has over 26 years of experience in the finance industry.

Similar Advisors
Kelly Bonner, financial advisor Panama City Beach FL
Kelly C. Bonner
CRD# 2406453
Wells Fargo Clearing Services, LLC
Score
96
Similar Advisors
Jared Burleson, financial advisor Panama City Beach FL
Jared L. Burleson
CRD# 5607670
Wells Fargo Clearing Services, LLC
Score
96
Similar Advisors
Joseph McCurley, financial advisor Panama City Beach FL
Joseph A. McCurley
CRD# 2807757
Wells Fargo Clearing Services, LLC
Score
96
Company Name Location Dates Years
Investment Professionals Inc. San Antonio, TX Oct 2014 - Current 3
Centennial Bank Panama City, FL Jan 2012 - Current 6
Lpl Financial LLC Panama City Beach, FL May 2013 - Sep 2014 1
Infinex Investments, Inc. Panama City, FL Jan 2012 - May 2013 1
Suntrust Investment Service Panama City, FL Jan 2007 - Dec 2011 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1991
S66 NASAA Uniform Combined State Law Examination Oct 2002
Contact Info for William R. Abell
Phone Number: 210-308-8800
Firm Website: http://www.invpro.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    622
    MILLIONS
  • Total Number of Accounts
    5,581
    ACCOUNTS
  • Average Account Value
    $111,399
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from William Abell and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.