William Groom (CRD# 7041264) is an Investment Advisor Representative working at Waldron Private Wealth in Bridgeville, PA and has over 5 years of experience in the finance industry. William Groom 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# 3221992
Cetera Investment Advisers LLC
CRD# 5335512
Lpl Financial LLC
CRD# 1498908
Robert W. Baird & Company Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Waldron Private Wealth | Bridgeville, PA | Jan 2024 - Current | < 1 |
Waldron Private Wealth | Bridgeville, PA | Jan 2022 - Dec 2023 | 1 |
Waldron Private Wealth | Bridgeville, PA | Mar 2020 - Jan 2022 | 1 |
Waldron Private Wealth | Bridgeville, PA | Nov 2019 - Mar 2020 | < 1 |
Waldron Private Wealth | Bridgeville, PA | Jun 2019 - Nov 2019 | < 1 |
Waldron Private Wealth | Bridgeville, PA | Aug 2017 - Jun 2019 | 1 |
Robert Morris University | Moon Township, PA | Aug 2015 - May 2019 | 3 |
Mckesson | Coraopolis, PA | May 2017 - Aug 2017 | < 1 |
The Polesky Agency | Moon Township, PA | May 2016 - May 2017 | 1 |
Robert Morris University | Moon Township, PA | Dec 2015 - Apr 2016 | < 1 |
Fye | Butler, PA | Apr 2014 - Jun 2015 | 1 |
Slippery Rock Area School District | Slippery Rock, PA | Aug 2008 - Jun 2015 | 6 |
Hot Topic | Butler, PA | May 2014 - Dec 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Mar 2019 |
- PA
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Total Assets Under Management4,066MILLIONS
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Total Number of Accounts3,017ACCOUNTS
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Average Account Value$1,347,685
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