William Stewart (CRD# 1988275) is an Investment Advisor Representative working at Lpl Financial LLC in Troy, MI and has over 34 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Rochester, MI | Oct 2020 - Current | 3 |
| Royal Alliance Associates | Troy, MI | Feb 2010 - Oct 2020 | 10 |
| Rehmann Financial Network, LLC | Lansing, MI | Jan 2017 - Apr 2017 | < 1 |
| Rehmann Financial | Troy, MI | Oct 2002 - Apr 2017 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1989 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1999 |
- MI
- TX
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, VI, VT, WA, WI, WV, WY
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