WS
PFS
WS
PFS

William G Schiffman

26 Years of Experience
Broker
Areas of Practice
Investment ManagementInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
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Location

890 Proprietors Road, Worthington, OH, 43085

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

William invests in thoroughbred horse breeding ventures, dedicating a few hours per week. He is also a W2 employee at W3 Global Accounting, LLC, spending about 10-20% of his time in accounting consulting and tax preparation, and a principal at W3 Wealth Advisors, LLC, spending about a quarter of his time.

Employment History
Current Registrations
W3 Wealth Advisors, LLC
March 2018 - Present · 7 yrs 11 mos
Valmark Advisers, INC.
February 2001 - Present · 25 yrs
Valmark Securities, INC.Broker
September 1999 - Present · 26 yrs 5 mos
State Registrations32 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
William G Schiffman - Financial Advisor | TrueAdvisor