William Yard, financial advisor Syracuse NY

William Yard

CRD 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.

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Company Name Location Dates Years
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
Contact Info for William P. Yard
Phone Number: 800-235-7637
Registered State(s):
  • AR
  • NY
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    14,969
    MILLIONS
  • Total Number of Accounts
    92,200
    ACCOUNTS
  • Average Account Value
    $162,356
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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