WB
WB

William Bresley

32 Years of Experience
Burlington, NJ
3 DisclosuresBroker

William Bresley is a registered investment advisor at Wells Fargo Advisors, based in Burlington, NJ, with 32 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

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

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Location

1817 Mount Holly Rd, Burlington, NJ, 08016

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2016
Denied
Customer Dispute
April 2009
Settled
Customer Dispute
September 2008
Denied
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
June 2005 - Present · 21 yrs 4 mos
Wells Fargo Advisors
June 2005 - Present · 21 yrs 4 mos
Previous Registrations
Banc of America Investment Services, INC.Broker
October 2004 - May 2005 · 7 mos
Banc of America Investment Services, INC.
October 2004 - May 2005 · 7 mos
Quick & Reilly, INC.
September 2002 - October 2004 · 2 yrs 1 mo
Quick & Reilly, INC.Broker
September 2002 - October 2004 · 2 yrs 1 mo
Prudential Securities Incorporated
July 2002 - September 2002 · 2 mos
Prudential Securities IncorporatedBroker
December 2000 - September 2002 · 1 yr 9 mos
Summit Financial Services Group, INC.Broker
October 1998 - December 2000 · 2 yrs 2 mos
Fiserv Investor Services, INC.Broker
December 1997 - October 1998 · 10 mos
Dreyfus Financial Services CorporationBroker
September 1997 - March 1998 · 6 mos
Dreyfus Investment Services CorporationBroker
September 1997 - December 1997 · 3 mos
Vtr Capital, INC.Broker
October 1995 - April 1997 · 1 yr 6 mos
L.C. Wegard & CO., INC.Broker
July 1993 - November 1995 · 2 yrs 4 mos
State Registrations32 states
ALAZCACOCTDCDEFLGAHIIAILKSKYMDMIMOMSMTNCNJNYOHPARISCTNTXVAWIWVWY
AdvisorBrokerBoth

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
No exam information available for this advisor.