William Groff (CRD# 5009299) is an Investment Advisor Representative working at Eagle Strategies LLC in Luthervill Timonium, MD and has over 18 years of experience in the finance industry.
CRD# 1582180
Thrivent Investment Management Inc.
CRD# 2436101
Abel Financial Management Company
CRD# 2763082
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| D.h. Gould Company | Lutherville-timonium, MD | Jul 2023 - Current | < 1 |
| Alpha Solutions Group | Lutherville-timonium, MD | Feb 2022 - Current | 2 |
| Eagle Strategies LLC | Columbia, MD | Aug 2015 - Current | 8 |
| New York Life Insurance | Bethesda, MD | Aug 2012 - Current | 11 |
| Nylife Securities LLC | Bethesda, MD | Aug 2012 - Current | 11 |
| Alpha Solutions Group | Columbia, MD | Jan 2020 - Feb 2022 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2006 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2015 |
- MD
- TX
- VT
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Total Assets Under Management20,358MILLIONS
-
Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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