William Fredrickson, financial advisor Albuquerque NM

William Fredrickson

CRD Number: 2998162
Current Firm: United Planners' Financial Services Of America A Limited Partner

William Fredrickson (CRD# 2998162) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Albuquerque, NM and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Fredrickson Financial Services Pc Albequerque, NM Feb 2008 - Current 16
United Planners' Financial Services Of America Scottsdale, AZ Jan 2007 - Current 17
William Fredrickson Independent Insurance Albuquerque, NM Jun 1998 - Current 25
Wade O Fredrickson Albuquerque, NM Feb 2019 - Jun 2019 < 1
Fredrickson Financial Services Pc Albuquerque, NM Feb 2008 - Apr 2019 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 1998
Contact Info for William P. Fredrickson
Phone Number: 480-991-0225
Registered State(s):
  • NM
  • TX
By the Numbers
  • Total Assets Under Management
    6,086
    MILLIONS
  • Total Number of Accounts
    50,361
    ACCOUNTS
  • Average Account Value
    $120,841
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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