WC
WC

William Chinn

35 Years of Experience
Longview, TX
1 DisclosureBroker

William Chinn is a registered investment advisor at Wells Fargo Advisors, based in Longview, TX, with 35 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

2103 Judson Rd Suite B, Longview, TX, 75605

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History

Regulatory History (1)
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Customer Dispute
May 2003
Denied
Other Business Activities

William has several outside business activities, including managing real estate holdings through AFAC LLC, book publishing through Samson's Revenge LLC, and ownership in mineral rights. He also owns multiple businesses related to his financial practice and is the author of several books.

Employment History
Current Registrations
Wells Fargo Advisors
June 2023 - Present · 3 yrs 1 mo
Wells Fargo Advisors Financial Network, LLC
June 2023 - Present · 3 yrs 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
June 2023 - Present · 3 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLC
November 2005 - June 2023 · 17 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
October 2005 - June 2023 · 17 yrs 8 mos
RBC Dain Rauscher INC.
November 2002 - November 2005 · 3 yrs
RBC Dain Rauscher INC.Broker
March 1998 - November 2005 · 7 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1993 - March 1998 · 4 yrs 7 mos
Smith Barney Shearson INC.Broker
July 1993 - August 1993 · 1 mo
Lehman Brothers INC.Broker
July 1990 - July 1993 · 3 yrs
State Registrations47 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.