William Eastwood is a CFP-designated registered investment advisor, based in Melbourne, FL, with 32 years of industry experience.
Location
10 S. Harbor City Boulevard, Melbourne, FL, 32901
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
William is involved in several business activities, including fixed insurance sales, managing rental properties, and working at Eastwood & Associates Wealth Strategies full-time. He also sells equity indexed annuities and insurance products through Avantax, and is part owner of a property and casualty insurance office.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
1st Global Advisors INC
1st Global Capital CORP.Broker
Investacorp Advisory Services INC
Investacorp, INC.Broker
UBS Painewebber INC.
UBS Painewebber INC.Broker
State Registrations29 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.