William Gear is a registered investment advisor at Wells Fargo Advisors, based in Melbourne, FL, with 44 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
366 N. Babcock St., Suite 103, Melbourne, FL, 32935
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William has 100% ownership of BMG LLC and 50% ownership of Gear and Buchanan Wealth Management. He also serves as trustee for Finet Practice 401k, dedicating minimal time to this role, and nearly full-time hours to Gear and Buchanan Wealth Management.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
NationssecuritiesBroker
Nationsbanc Securities, INC.Broker
Nationsbanc Securities of Georgia, INC.Broker
Barnett Brokerage Service, INC.Broker
Beaconsfield Financial Services, INC.Broker
Isfa CorporationBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations16 states
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