William Winkelmann (CRD# 4281087) is an Investment Advisor Representative working at Primerica Advisors in Burbank, CA and has over 23 years of experience in the finance industry.
CRD# 6164184
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2170883
Ubs Financial Services Inc.
CRD# 1246048
Thrivent Advisor Network, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pfs Investments Inc. | Burbank, CA | Sep 2000 - Current | 23 |
| Primerica Financial Services | Burbank, CA | Oct 1999 - Current | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2001 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2012 |
- CA
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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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