William Meyer
William Meyer is a registered investment advisor at Wells Fargo Advisors, based in Lancaster, PA, with 30 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B 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
120 N Pointe Blvd Ste 100, Lancaster, PA, 17601
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2015Customer Dispute
May 1998Other Business Activities
William owns ReelTease Sportfishing LLC, a charter boat fishing business, and dedicates a few hours per week to it. He also holds power of attorney for his father, spending minimal time on this activity.
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Citigroup Global Markets INC.Broker
Prudential Securities IncorporatedBroker
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.
Exams
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