William YardCRD Number: 4441199
Current Firm: Prudential Financial Planning Services
William Yard (CRD# 4441199) is an Investment Advisor Representative working at Prudential Financial Planning Services in Syracuse, NY and has over 21 years of experience in the finance industry.
Cadaret Grant & Co Inc.
Lpl Financial LLC
Rbc Capital Markets, LLC
|Pruco Securities, LLC||Dewitt, NY||Jul 2015 - Current||7|
|Prudential Insurance Company Of America||Dewitt, NY||Jul 2015 - Current||7|
|Northwestern Mutual Wealth Management Company||Milwaukee, WI||Mar 2014 - Jul 2015||1|
|Northwestern Mutual Investment Services LLC||Syracuse, NY||Mar 2014 - Jul 2015||1|
|Northwestern Mutual Investment Services, LLC||East Syracuse, NY||Dec 2013 - Jul 2015||1|
|Paul Dodd||East Syracuse, NY||Nov 2013 - Jul 2015||1|
|M&t Securities||Buffalo, NY||Feb 2013 - Nov 2013||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2001|
|S65||NASAA Investment Advisors Law Examination||Dec 2015|
Total Assets Under Management14,969MILLIONS
Total Number of Accounts92,200ACCOUNTS
Average Account Value$162,356
- 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
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, VT, WA, WI, WV, WY
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