William Kinkelaar (CRD# 4066920) is an Investment Advisor Representative working at Barrow Hanley Global Investors in Dallas, TX and has over 23 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Barrow, Hanley, Mewhinney & Strauss, LLC | Dallas, TX | Oct 2017 - Current | 6 |
| Unemployed | Newport Beach, CA | Aug 2016 - Oct 2017 | 1 |
| Pacific Investment Management Company (pimco) | Newport Beach, CA | Aug 2011 - Aug 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2000 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2018 |
- TX
-
Total Assets Under Management49,869MILLIONS
-
Total Number of Accounts268ACCOUNTS
-
Average Account Value$186,079,589
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, CA, CT, DC, FL, GA, IL, IN, LA, MA, MD, MI, MN, MO, NC, NJ, NM, NV, NY, OH, OK, PA, TN, TX
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