William Wickham
William Wickham is a registered investment advisor at Wells Fargo Advisors, based in Scottsdale, AZ, with 39 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 Retirement Planning. Their firm serves 466,575 clients with $250B 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
Scottsdale, AZ
Get directionsHistory
Regulatory History (3)
Customer Dispute
August 2019Customer Dispute
March 2008Customer Dispute
October 1996Other Business Activities
William owns multiple rental properties in Arizona. He also owns 100% of BW Advisors LLC, a financial practice, dedicating nearly full-time hours to it.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations25 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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