William GullborgCRD Number: 1006168
Current Firm: H. Beck, Inc.
William Gullborg (CRD# 1006168) is an Investment Advisor Representative working at H. Beck, Inc. in McMurray, PA and has over 29 years of experience in the finance industry.
Staley Capital Advisers Inc.
Xpyria Investment Advisors, Inc.
Securities America Advisors, Inc.
|H. Beck, Inc.||Rockville, MD||Oct 2004 - Current||12|
|William H. Gullborg Ins.||Mcmurray, PA||Jan 1978 - Current||38|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1986|
Total Assets Under Management1,825MILLIONS
Total Number of Accounts10,457ACCOUNTS
Average Account Value$174,531
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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