William Abeles
William Abeles is a CFP, ChFC-designated registered investment advisor at Wells Fargo Advisors, based in Hagerstown, MD, with 41 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
13200 Fountain Head Plz, Ste 102, Fountainhead One, Hagerstown, MD, 21742
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2008Other Business Activities
William co-owns farmland, rental property, and is a treasurer for the Hagerstown-Wesel Sister City Affiliation. He also serves as a co-trustee and trustee for various family trusts and the YMCA of Hagerstown, dedicating minimal time to these activities.
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
First Union Capital Markets CORP.Broker
Penn Mutual Equity Services, INC.Broker
State Registrations41 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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