William RassmanCRD Number: 5549851
Current Firm: Woodridge Wealth Management, LLC
William Rassman (CRD# 5549851) is an Investment Advisor Representative working at Woodridge Wealth Management, LLC in Los Angeles, CA and has over 7 years of experience in the finance industry. William Rassman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jst Investment Consulting
Fried Asset Management, Inc.
|Woodridge Wealth Management, LLC||Santa Monica, CA||Jun 2016 - Current||1|
|Centric Capital Advisors, LLC||Los Angeles, CA||Oct 2014 - Current||3|
|Centric Capital Advisors||Los Angeles, CA||Oct 2014 - Current||3|
|Kestra Financial Services, Inc.||Austin, TX||Apr 2016 - Jun 2016||< 1|
|Nfp Advisor Services LLC||Austin, TX||Nov 2014 - Apr 2016||1|
|Deutsche Bank Securities Inc.||Los Angeles, CA||Jun 2013 - Nov 2014||1|
|Montage Securities||Leawood, KS||Mar 2012 - May 2013||1|
|Mariner Wealth Advisors, LLC||Los Angeles, CA||Feb 2012 - May 2013||1|
|Merrill Lynch||Century City, CA||Oct 2010 - Jan 2012||1|
|Bank Of America,na||Century City, CA||Nov 2010 - Dec 2011||1|
|Axa Advisors, LLC||Los Angeles, CA||Jun 2010 - Oct 2010||< 1|
|Wagner College||Rochester, NY||Aug 2006 - May 2010||3|
|Merrill Lynch||Los Angeles, CA||Jun 2009 - Aug 2009||< 1|
|Smith Barney||New York, NY||May 2008 - Aug 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2010|
Total Assets Under Management38MILLIONS
Total Number of Accounts78ACCOUNTS
Average Account Value$487,179
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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