William Schwemlein (CRD# 7250267) is an Investment Advisor Representative working at Lpl Financial LLC in Lake Buena Vista, FL and has over 3 years of experience in the finance industry.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Partners Federal Credit Union | Lake Buena Vista, FL | Apr 2024 - Current | < 1 |
| Lpl Financial | Lake Buena Vista, FL | Apr 2024 - Current | < 1 |
| Bank Of America, N.a. | Lake Mary, FL | Jul 2020 - Apr 2024 | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lake Mary, FL | Apr 2020 - Apr 2024 | 4 |
| Wps Nutrition LLC | Deland, FL | Jul 2015 - Aug 2020 | 5 |
| Suntrust Now Truist | Lake Mary, FL | Nov 2019 - Apr 2020 | < 1 |
| Gnc Holdings LLC | Orange City, FL | Apr 2013 - Sep 2015 | 2 |
| Daytona State | Daytona, FL | Jan 2012 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2020 |
- FL
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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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