William Furber is a registered investment advisor at Park State Asset Management LLC, based in Beverly, MA, with 39 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 59 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Park State charges a percentage of your portfolio's value each year for investment management. The specific fee is negotiable and can vary depending on your relationship with Park State and the investment strategy used, but it generally does not exceed 1% per year.
Location
50 Dunham Ridge, Suite 3100, Beverly, MA, 01915
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Park State Asset Management LLC
Previous Registrations
Raymond James & Associates, INC.Broker
Deutsche Bank Securities INC.Broker
High Street Advisors, L.P
Matrix Capital Group, INC.Broker
High Street Advisors, L.P
Credit Suisse First Boston CorporationBroker
Kidder, Peabody & CO. IncorporatedBroker
Smith Barney, Harris Upham & CO., IncorporatedBroker
State Registrations1 state
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.