William Smith, financial advisor Wilmette IL

William Smith

CRD Number: 429272
Current Firm: W.r.t. Smith & Company

William Smith (CRD# 429272) is an Investment Advisor Representative working at W.r.t. Smith & Company in Wilmette, IL and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
W.r.t. Smith & Company, Inc. Wilmette, IL Jan 1980 - Current 44

William Smith has no recent exams reported.
Contact Info for William R. Smith
Phone Number: 847-256-1292
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    30
    MILLIONS
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $2,142,857
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

IL

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