William Weimar
William Weimar is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Baton Rouge, LA, with 42 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
1800 City Farm Dr, Baton Rouge, LA, 70806
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2009Regulatory
June 1987Other Business Activities
William is an advisory board member for the Baton Rouge General Foundation Board of Governors, a charitable organization, dedicating minimal time. William also owns Adams Plantation LLC, renting land for farming use, dedicating minimal time annually.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
J.C. Bradford & CO.Broker
Painewebber IncorporatedBroker
Isfa CorporationBroker
State Registrations21 states
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.