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William Rouse

42 Years of Experience
Charleston, SC
1 DisclosureBroker

William Rouse is a registered investment advisor at Wells Fargo Advisors, based in Charleston, SC, with 42 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

225 Seven Farms Dr, Ste 300, Charleston, SC, 29492

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History

Regulatory History (1)
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Customer Dispute
August 2003
Settled
Other Business Activities

William is involved in several investment-related activities, including ownership in Warland Family Partnership, Millennium Private Wealth LLC, WarCap LLC, BMRH Holdings LLC, Millennium Legacy Partners LLC, and rental property. He also has ownership in Wando Farms LLC and is a board member of 225 Seven Farms Square POA, which are not investment related.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
March 2016 - Present · 10 yrs 2 mos
Wells Fargo Advisors
March 2016 - Present · 10 yrs 2 mos
Previous Registrations
UBS Financial Services INC.Broker
August 2000 - April 2016 · 15 yrs 8 mos
UBS Financial Services INC.
August 2000 - April 2016 · 15 yrs 8 mos
J.C. Bradford & CO.Broker
October 1983 - August 2000 · 16 yrs 10 mos
State Registrations50 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.