William Eggert (CRD# 1039958) is an Investment Advisor Representative working at Eggert Financial Management, Inc. in Centennial, CO and has over 33 years of experience in the finance industry. William Eggert 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# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Colorado Financial Service Corporation | Centennial, CO | Jun 2011 - Current | 12 |
| Eggert Financial Management, Inc. (ria) | Centennial, CO | Jan 1988 - Current | 36 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1990 |
- CA
- CO
- TX
-
Total Assets Under Management80MILLIONS
-
Total Number of Accounts405ACCOUNTS
-
Average Account Value$197,433
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CO, TX
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