William Rassman (CRD# 5549851) is an Investment Advisor Representative working at Rwm Capital, LLC in Sugar Land, TX and has over 13 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.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rwm Capital, LLC | Sugar Land, TX | Apr 2023 - Current | 1 |
| Prosper Point LLC | Royal Palm Beach, FL | Aug 2022 - Current | 1 |
| Prosper Point LLC | Playa Del Rey, CA | Mar 2020 - Aug 2022 | 2 |
| Centric Capital Advisors, LLC | Santa Monica, CA | Apr 2018 - Jan 2020 | 1 |
| Woodridge Wealth Management, LLC | Santa Monica, CA | Jun 2016 - Dec 2018 | 2 |
| Kestra Advisory Services, Llc (formerly Nfp Advisor Services) | Austin, TX | Apr 2016 - Jun 2016 | < 1 |
| Kestra Investment Services, Llc (formerly Nfp Advisor Services) | Austin, TX | Nov 2014 - Apr 2016 | 1 |
| Deutsche Bank Securities Inc. | Los Angeles, CA | Jun 2013 - Sep 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2010 |
- TX
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Total Assets Under Management108MILLIONS
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Total Number of Accounts1,585ACCOUNTS
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Average Account Value$68,097
- 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
- Selection of other advisers (including private fund managers)
AL, FL, IN, LA, MS, NH, TX
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